PREVAIL

PREVAILPREVAILPREVAIL

PREVAIL

PREVAILPREVAILPREVAIL
  • Home
  • About
  • Team
  • Our Process
  • Contact Us
  • More
    • Home
    • About
    • Team
    • Our Process
    • Contact Us

  • Home
  • About
  • Team
  • Our Process
  • Contact Us

Our Process

We acquire firms that provide bookkeeping, payroll, tax, and other services for small businesses.

We work closely with firm founders to structure a customized transition plan that ensures stability for your clients and employees.


If you're a firm owner or founder considering selling your company or formulating a succession plan, let's talk! Our process is straightforward:

1. Get in touch

Give us a call at (617) 935-0530 or fill out the form at the bottom of this site. We’re always available to chat confidentially about your situation. In our initial call we’ll talk at a high level about your business and your goals.

2. Learning more

 We’ll schedule a meeting to talk more in-depth (in-person if possible). We want to build a relationship. Usually we can arrive at a ballpark valuation for your business at this meeting.

3. Offer

We will present you with an offer designed to meet your unique needs. We take a flexible approach, tailoring our offer to your individual situation.

4. Close the deal

The only thing left is to draft the documents and close the deal. We’ll have a post-investment plan in place so you can see that your employees and customers are in good hands.

Drop us a line and we'll respond within 24 hours.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Prevail Business Services Holdings LLC - All Rights Reserved.

  • Home
  • About
  • Team
  • Our Process
  • Contact Us

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept