A permanent home for your accounting business and your people.
We create win-win partnerships and care deeply about your people, your business, and your legacy.
What we do
Brightleaf Holdings partners with respected companies who provide outsourced accounting, tax, and payroll services.
How we do it
We design win-win partnerships with owners that enable owners to achieve their goals — whether they’re ready to step back from the business or lean in to pursue the next chapter of growth.
We will build a plan together that avoids disruptions to clients, retains your employees, and meets your needs and timing goals.
Throughout the process, we keep confidentiality, respect for employees and customers, and integrity at the center of our focus.
Why we like the industry
- Growing demand for high-quality accounting services
- Loyal customers return year after year
- Limited capital equipment required to service clients
- Cost-effective value proposition that is cheaper and more comprehensive than in-house alternatives
- Deep expertise is valuable and often missing within a client's team
Our focus areas
We are actively pursuing investments in respected companies providing the following services:
- Outsourced accounting
- Bookkeeping
- Tax preparation and advisory
- Payroll
Why Brightleaf Holdings
A Dream Exit
Collaborate with our experienced team to create a personalized acquisition plan that aligns with your goals and aspirations.
People-driven culture
Our people-centric approach ensures a smooth transition, prioritizing your team's well-being and growth throughout the process.
Trusted partner
As your reliable cleaning partner, we are dedicated to maintaining the high standards and relationships that have made your business environment pristine and successful.
Honor legacies
We recognize and respect the legacy you've built, working diligently to preserve and enhance your company's unique strengths.
Testimonial
Our Approach
Identify great businesses
We actively seek out successful, well-run businesses that have the potential for continued growth and prosperity.
Develop relationships
Our team takes the time to get to know you, your business, and your goals, fostering a partnership built on trust and mutual respect.
Create a plan
Together, we develop a comprehensive acquisition plan that addresses your unique needs and ensures a seamless transition.
Close the deal
Our experienced team navigates the complexities of the acquisition process, working diligently to close the deal efficiently and effectively.
Keep building
We work closely with you and invest in your team to ensure a smooth transition, maintaining customer satisfaction as you achieve your goals.
Our Approach
Identify great businesses
We actively seek out successful, well-run businesses that have the potential for continued growth and prosperity.
Develop relationships
Our team takes the time to get to know you, your business, and your goals, fostering a partnership built on trust and mutual respect.
Create a plan
Together, we develop a comprehensive acquisition plan that addresses your unique needs and ensures a seamless transition.
Close the deal
Our experienced team navigates the complexities of the acquisition process, working diligently to close the deal efficiently and effectively.
Keep building
We work closely with you and invest in your team to ensure a smooth transition, maintaining customer satisfaction as you achieve your goals.
What Our Partners Say
Each of our partners has invested a lot of life into building a great business. We honor their legacy while investing in their team to keep growing their business.
Get to know us
Let’s talk! Brightleaf Holdings is here to partner with companies that are looking for strategic partners.
Partner with Brightleaf as an Industry Advisor
At Brightleaf, we’re committed to making strategic investments in Client Accounting Services with a vision to elevate companies and support sustainable growth. We believe that the insight and experience of industry leaders like you are essential to achieving this vision.
If you’re an experienced professional in Client Accounting Services with a track record of success, we invite you to partner with us as an advisor. As a Brightleaf Industry Advisor, you’ll have the opportunity to:
- Influence Our Acquisitions
Guide our acquisition strategy by providing market insights, evaluating potential investments, and identifying trends that drive value. - Shape the Future of the Industry
Work with our portfolio companies to bring best practices, innovation, and operational excellence to the forefront of Client Accounting Services - Collaborate with Fellow Leaders
Join a network of advisors and thought leaders, sharing your expertise to shape impactful investments and lasting growth in Client Accounting Services.
At Brightleaf, our approach to investing is people-centered and purpose-driven. We value the knowledge of seasoned industry experts who understand the unique challenges and opportunities in Client Accounting Services. Your guidance will be instrumental in helping us build partnerships that honor legacy, empower teams, and drive long-term success.
Interested in becoming a Brightleaf Industry Advisor?
Let’s start a conversation about how your expertise can make an impact.
