Origination systems
Accounting roll-up for a family office
A family office building a platform of United States accounting and tax practices
- Registry records ingested1,180,704IRS and SEC filings, state records
- Accounting and tax firms mapped380,704
- Decision-makers identified596,000419,000 with verified contact details
- Firms researched and scored as fits55,186Every firm tiered 1 to 5 against the criteria
Mandate
The brief, in one table
- Client
- A family office building a platform of United States accounting and tax practices
- Sectors
- Accounting and tax practices
- Engagement
- Origination systems
- Figures as of
- July 2026
The mandate
A family office set out to roll up United States accounting firms. Most are privately held, revenue is not public, ownership records are inconsistent, and the best targets barely appear in the databases investment teams buy. The team was small and did not want a vendor holding its pipeline.
What we built
The market itself, on the client’s own cloud: 1,180,704 registry records distilled to 380,704 accounting and tax firms, 596,000 decision-makers identified, 419,000 verified contacts. Every firm was researched, given a revenue estimate and a fit score, and tiered against the criteria before an owner was approached.
Outreach ran from inside the client’s CRM, with a review step before any message went out, and every conversation reached the deal team with the firm’s estimate, ownership picture and research attached.
The result
A scored market of 55,186 qualified firms that re-ingests on a schedule, so it stays current without anyone maintaining a list. By July 2026 the platform had three letters of intent in process and paused new sourcing to close them. The system is the pipeline for the add-ons that follow.
Next case study
A deal platform inside a family office’s CRM
The origination engine kept inside Salesforce, extended with a recruiting module for the platform’s hires, and run by a team of three without a developer on staff.
Next step
Bring the thesis. We bring the owners.
Thirty minutes with the managing partner on your criteria, the markets we would work, and what the first conversations look like.
