The company is founded by professionals with expertise in accounting field as well as brokerage. We are here to help serve the buyers and sellers connect with professionals who really know the practice. It is how we keep the whole process professional and transparent. We only work with accountants and tax professionals (including CPAs, CGAs, CAs and EAs)
We are in the market to serve specific areas and expertise within the accounting professional practices in order to help sellers find the most suitable buyer for the practice.
Eric Wu has over 20 years of experience in professional accounting, a Certified Public Accountant. Eric became a California licensed CPA in 2000. Eric started his own practice around 2003 concentrating on the small to mid-sized firms with revenues ranging from one million to one hundred million dollars. His areas of expertise include, but not limited to: audit, review and compilation of financial statements in a variety of industries; and corporate and individual tax return preparation and tax planning. Eric’s practice also has experience and buying and selling of accounting firms in the past.
Duncan Lee is a California Certified Public Accountant and has been in the account profession for over 10 years in both public and private accounting. He has also been CFO of a public company, bringing the company through the going public process.