We Believe in the
Power of Partnership
AJP is the acquiror of choice to help entrepreneurial accounting firms reach their full potential via strategic growth, technology optimization, and shared resources.
Preservation of Team, Identity, and Culture
We understand that selling your firm can be a complex and emotional process. We are committed to preserving the legacy of your firm by leaving your firm name, employee culture, and operational ethos unchanged. Further, your employees will be retained and provided with growth avenues, potential equity opportunities, and resources needed to better serve their clients and communities.
Best-in-Class Shared Resources and Expertise
We reduce your back office burden and provide you with the resources and expertise to do what you do best – serve your clients. Reduce spend in areas like software and insurance, gain access to our recruiters, labor pool, and low-cost offshore resources, and leverage a treasure trove of best practices from top-tier firms.
Service Amplification
Leverage cross-selling opportunities within our extensive network to enhance your firm’s service offerings, including wealth management, trust / estate planning, bookkeeping / outsourced CFO, and more.
Proven Leadership
Gain access to a community of like-minded professionals with deep experience and understanding of the accounting and wealth industries. AJP is led by a best-in-class executive team of accounting entrepreneurs with decades of experience at top firms like PwC, Deloitte, Goldman Sachs, and Grant Thornton, among others.
Our Leadership Team
Daniel Applegate, CPA
Co-Founder & CEO
Brett Haness
Co-Founder & Chairman
Mike McGuire, CPA
Operating Advisor
Jeff Crosson, CPA
Chief Corporate Development Officer
Wade Pennington, CPA
VP of Finance
Greg Moore, CPA
Operating Advisor
Joseph Quintanilla
VP of M&A
Our Partners
California
Irvine
Los Angeles
Monterey
Petaluma
San Francisco
Santa Maria
San Rafael
New Jersey
Clifton
New York
New York City
Texas
Dallas
AJP’s partnership model offers significant benefits and services to our clients while also creating opportunities and providing additional resources for our team members. Our partnership with AJP has led to significant value creation already, and allows us to continue to manage and grow our firm our way, while leveraging AJP’s capabilities to continue our strong upward trajectory. We believe that our next generation of leadership will benefit from this partnership as we think about AJP’s long-term potential. The AJP team did what they said they were going to do.
AJP’s partnership model offers significant benefits and services to our clients while also creating opportunities and providing additional resources for our team members.
Our partnership with AJP has led to significant value creation already, and allows us to continue to manage and grow our firm our way, while leveraging AJP’s capabilities to continue our strong upward trajectory.
We believe that our next generation of leadership will benefit from this partnership as we think about AJP’s long-term potential.
The AJP team did what they said they were going to do.
– Eli S., Partner
California
We bring flexible, committed capital to invest in the organic growth and future acquisition opportunities of our partner firms.
We provide our partners with the resources and tools they need to win in today’s rapidly changing environment.
