How PE Is Buying Up Tax Preparation Firms

Episode notes

Episode 101: Lucas and Luna break down the quiet roll-up of tax preparation and accounting firms by private equity. They examine the economics behind consolidating a fragmented industry of mom-and-pop CPAs, using the example of a mid-sized regional firm that sold to a PE-backed platform in early 2026. They discuss the 'buy and build' strategy, the role of tax software as a margin driver, and what the trend means for small business clients. A sharp, specific look at PE's migration into professional services. #PrivateEquity #TaxPreparation #Accounting #PE #RollUp #BuyAndBuild #CPA #TaxSoftware #ProfessionalServices #Finance #Business #PEInvesting #SmallBusiness #Consolidation #July2026 #FexingoBusiness #BusinessPodcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo

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