The Firmlever Weekly Roundup: Issue #36

This week I'm keeping it short and sweet--with a special treat. Let's dive in...

Imagine two identical firms. Same revenue. Same margins.

One sold for $400K more.

Here’s why:

The firms that command premium multiples know something most owners don’t.

They know who to call...and no, it's not me.

But I have spent over 10 years in the accounting firm industry (ex-Gartner).Advising, analyzing, writing for Accounting Today, building tools and benchmarking models for firms in the $250K-$7M range--and an equity founder and operator in two accounting SaaS platforms.

I finally put it all in one place.

The Accounting Firm M&A Deal Stack:

→ QoE providers ranked by turnaround speed

→ Lenders ranked by max LTV (loan-to-value)

→ Legal ranked by days to first APA draft

→ M&A advisors ranked by 2026 closed deals (fresh, not legacy flex)

→ The tech stack that signals a modern, acquirer-ready firm

This isn’t a giant vendor directory.

It’s the short list--and position changes.

Not paid placements. Updated regularly.

If you’re a firm owner/partner considering a buy, sell, tuck-in, rollup — or just want to increase firm value before you ever do a deal--this is for you.

Reply “interested” to this email and I’ll DM you the sheet.

Best,

Marc

p.s.--if you feel that you or someone you can recommend belong on this sheet, reply and let me know why. Happy to get the best ones out in front of my larger audience.