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Anchor

For owners

A private first note about your firm.

Anchor buys small Texas tax and bookkeeping firms whose owners are ready to step back, keeps them, and runs the back office with AI. If we are not the right owner for your firm, we can introduce you to a buyer who is. We are in the search stage. There are no acquired firms to list.

Writing to us does not commit you to anything. You choose the path, and what to share, and when.

Buying instead? Check a business

What happens after you write

  1. 01

    Intro call

    A conversation about your firm and what you want next. You set the time.

  2. 02

    Our homework

    We read the public record and what you choose to share, and write down what a buyer would see, whether that buyer is us or someone else. What to share, and under what terms:

    Not confirmed[ADAM TO CONFIRM: whether an NDA is signed before any records are shared]

Then you choose one of two paths.

  1. 01

    Sell to Anchor

    If the firm fits, we make an offer to buy it ourselves.

  2. 02

    A transition plan with you

    A handoff written with you, so your team and your clients hear about it the way you choose. We keep the firm, and we run its back office with AI.

  1. 01

    Or be introduced to another buyer

    We shortlist buyers who could fit, with our reasons.

    Not confirmed[CONFIRM: buyer types]
  2. 02

    Introduction with your yes

    Nobody hears about your firm until you approve that introduction.

  3. 03

    What we do after the introduction

    Not confirmed[ADAM TO CONFIRM: Anchor's role after an introduction, if any]

You can change your mind about the path at any point before you sign anything.

Size, price, structure, and timing

These are the starting terms. Nothing in this section is an offer.

  • Size

    Roughly $300,000 to $2 million in annual revenue. Early purchase prices stay under $3 million on the quality-of-earnings line, and the SBA 7(a) amount stays at or below $5 million.

  • Valuation

    A firm is valued on normalized earnings (seller's discretionary earnings or adjusted EBITDA), cross-checked against recurring revenue, and adjusted for retention, concentration, and staff depth. An SBA deal uses an independent accredited valuation.

  • Deal structure

    10% down, 15% seller note, and 75% SBA 7(a).

  • Closing timeline

    A first conversation to a signed letter of intent is usually a few weeks. A signed letter of intent to an SBA-financed close is usually about 60 to 120 days, set mostly by the lender, the independent valuation, and records readiness.

Send a note

Your name and an email address are enough to start. Share only what you are comfortable putting in an email before a conversation.

Please leave out client names, tax returns, and financial statements for now. We can talk about what to share, and how, after a first conversation.

Use an address only you read. Our reply will go here.

Leave it blank if you would rather tell us on a call.

A city or county is enough.

A rough range in your own words is fine.

Not confirmed[CONFIRM: revenue bands]

In your own words. This site does not publish a profit figure.

[CONFIRM: industries in scope]

[CONFIRM: owner age ranges]

For example, after next tax season. Not sure yet is a fine answer. [CONFIRM: wording for sellers]

What you are open to, optional

What matters most to you: your team, your clients, your name, your timing.

If your email app did not open, use this link

This opens a draft email to adam@anchormarianas.com in your own email app. Nothing is sent until you press send there. This site does not store what you type. Sending this note does not create a non-disclosure agreement.

Not confirmed[ADAM TO CONFIRM: confidentiality terms]

When to expect a reply

1 business dayNot confirmed[CONFIRM: where intake data is stored]

Rather not use a form? Write to adam@anchormarianas.com directly.