Job Title

Managing Partner - CPA and Advisory ServicesAbout 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 roll-up of high-quality CPA firms across North America. The Managing Partner - CPA and Advisory Services will be responsible for leading the firm's growth, overseeing acquisitions, and driving the long-term 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 5-7 years. The Managing Partner will also secure a significant equity stake in the business, aligned with the firm's success.Role Overview:As the Managing Partner, you will lead the roll-up 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 long-term success.Key Responsibilities:Strategic Leadership:Lead the firm's acquisition strategy by sourcing, negotiating, and closing acquisitions of mid-sized CPA firms in Toronto.Develop and execute the firm's long-term 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 firm's goals.Implement centralized platforms and technology to improve efficiency and profitability across the firm.Manage the firm's 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, high-performance culture within the firm.Lead, mentor, and develop the next generation of leaders to ensure long-term 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.Deal-Making 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 high-net-worth individuals, providing transparency and strategic guidance.Investment Requirement:$100,000 Buy-In: The Managing Partner will be required to make a $100,000 investment as part of the equity buy-in. This investment aligns the Managing Partner's success with the long-term growth and profitability of the firm, providing a significant ownership stake.What We Offer:Equity Stake: A meaningful equity stake with significant long-term 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, performance-based 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. #J-18808-Ljbffr