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Services

How We Work

Partnerships can be daunting. That’s why Ledger believes that a PE partner should be an empowering ally, not a looming threat.

We Partner

Ledger partners with bold, high-quality accounting firms that share our vision for the future. We do the heavy lifting, seeking out firms that are led by visionary leaders, obsessed with exceptional client service, and ready to scale. Alignment is everything.

We Acquire

Ledger acquires equity from partners looking to exit or retire and we help to craft a succession plan. We also acquire minority stakes in practices looking to expand.

We invest at your current valuation, so you retain control. Our capital drives growth, acquisitions, and expansion without compromising your ownership or decision-making power. And with our expertise in acquisitions and strategic consolidation, we help you to seize bold opportunities and elevate your firm.

We Fund

Ledger fuels your growth using structured debt and equity finance, so you can build a scalable, high-performing business with steady streams of ever-increasing annuity-like revenue. You’re positioned for a far higher exit multiple than any initial valuation.