Managing Partner - CPA and Advisory Services
Managing Partner - CPA and Advisory Services
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Job Description
About the Opportunity:
Yorktown Search Partners is conducting a confidential search on behalf of a rapidly growing firm in the CPA and advisory services sector. The firm is expanding through a strategic rollup of highquality CPA firms across North America. The Managing Partner CPA and Advisory Services will be responsible for leading the firms growth overseeing acquisitions and driving the longterm strategic vision. This is an exceptional opportunity to join a firm on a path to becoming a market leader with plans to reach $1B in revenue within 57 years. The Managing Partner will also secure a significant equity stake in the business aligned with the firms success.
Role Overview:
As the Managing Partner you will lead the rollup strategy manage acquisitions and oversee the integration of acquired firms. This role demands a visionary leader with expertise in driving growth through acquisitions and operational excellence. You will work closely with investors partners and senior leadership to position the firm for longterm success.
Key Responsibilities:
- Strategic Leadership:
- Lead the firms acquisition strategy by sourcing negotiating and closing acquisitions of midsized CPA firms in Toronto.
- Develop and execute the firms longterm growth strategy establishing it as a leader in CPA and advisory services.
- Build and maintain relationships with private equity partners investors and target firms.
- Operational Integration:
- Oversee the integration of acquired firms ensuring smooth operations consistency of services and alignment with the firms goals.
- Implement centralized platforms and technology to improve efficiency and profitability across the firm.
- Financial Management:
- Manage the firms financial performance ensuring profitability and delivering regular financial insights to stakeholders.
- Oversee P&L budgeting and forecasting to ensure financial goals are met.
- Team and Talent Development:
- Foster a collaborative highperformance culture within the firm.
- Lead mentor and develop the next generation of leaders to ensure longterm sustainability.
Ideal Candidate:
- Leadership Experience: At least 10 years of experience in the CPA or financial services industry with a proven track record in leading acquisitions and scaling businesses.
- DealMaking Expertise: Strong experience in mergers and acquisitions particularly within the CPA or financial advisory sector. Ability to source structure and close deals successfully.
- Strategic Vision: A visionary leader who can develop and execute a growth strategy with an understanding of industry trends and opportunities.
- Operational Excellence: Proven ability to integrate acquired firms and drive operational efficiencies across the organization.
- Financial Acumen: Strong understanding of financial management including oversight of P&L budgeting and financial reporting.
- Investor Management: Experience working with private equity institutional investors or highnetworth individuals providing transparency and strategic guidance.
Investment Requirement:
- $100000 BuyIn: The Managing Partner will be required to make a $100000 investment as part of the equity buyin. This investment aligns the Managing Partners success with the longterm growth and profitability of the firm providing a significant ownership stake.
What We Offer:
- Equity Stake: A meaningful equity stake with significant longterm financial upside.
- Leadership Opportunity: The opportunity to lead a rapidly growing firm and influence the future of the CPA and advisory services industry.
- Competitive Compensation: Competitive salary performancebased bonuses and equity participation.
- Collaborative Environment: A dynamic entrepreneurial culture focused on growth innovation and excellence.
- Professional Growth: An opportunity to leave a lasting legacy in the industry.
How to Apply:
This is a confidential opportunity for an experienced and entrepreneurial leader. If you are interested in this unique role and meet the qualifications please submit your resume and a brief cover letter outlining your experience and vision for the role. The name of the client will be disclosed to shortlisted candidates.
Employment Type
Full Time
