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Cascade CPA

The Deal

Bought By
Caleb Williams and Fiona Yu
Year
2024
Vehicle
Savana Partners, the searchers' own fund
Kind
Services

A Wisconsin firm providing outsourced bookkeeping and accounting to small businesses that would otherwise carry the work in-house.

This trade has its own guide: Buying an Accounting or Bookkeeping Practice, which carries what a buyer checks in it and what it sells for.

What Happened Next

Trading under its own name; the searchers' own filing of January 2024 dates the acquisition raise, and two backers carry the company, one naming both co-chief executives.

The exit ends of journeys like this one, where the buyer has announced the purchase itself, are on Buyers.

Backed by the Same Firms

Futaleufu Partners

Search Fund Partners

Method & Source

This record is double-sourced: it joined when the purchase and, where the company has traded on, the exit could both be read in primary accounts rather than inferred.

These sources name who runs the business and when the firm invested, rather than saying in a sentence that the searchers bought it. One backer's modals name each as co-chief executive of the company; the index host carries the company under its short name against its own 2024 investment and names nobody. Nothing says either bought it.