An established tax and accounting practice serving its client base through long-standing professional relationships — the founding acquisition of the United Passage portfolio and the beginning of its tax & accounting vertical.
Built on strong foundations.
Focused on what comes next.
United Passage partners with owners who have built valuable companies and are considering what comes next — through thoughtful acquisitions, operational discipline, and long-term ownership.
United Passage
A Different Approach to Business Ownership
We don't simply acquire businesses. We build on what already works.
An acquisition and operating platform for established, cash-flowing businesses across the United States and Canada.
United Passage acquires and operates established businesses with strong foundations, proven customer relationships, and durable demand.
We believe a successful acquisition is about more than completing a transaction. It is about understanding what made a business successful, protecting the relationships and reputation that created its value, and bringing the systems, people, and operating discipline needed for its next chapter.
Our approach is built around partnership, continuity, disciplined execution, and long-term thinking.
Acquire. Operate. Strengthen. Grow.
United Passage works with established businesses where thoughtful ownership and focused execution can create meaningful long-term value.
The United Passage Philosophy
- Preserve what works.
- Strengthen what matters.
- Build what comes next.
For Business Owners
You've built something valuable. Let's talk about what comes next.
Selling a business is more than a financial transaction. For many owners, it represents years — or decades — of hard work, relationships, employees, customers, and community. United Passage provides an alternative path for owners considering retirement, succession, or their next chapter.
"We seek to understand the business before we talk about the transaction."
Thinking About Your Next Chapter?
What You Can Expect
A Thoughtful Transition
We work to understand your goals and the future you envision for the business — before anything else.
Respect for What You've Built
The strengths of a business come from its people, relationships, culture, and reputation. We recognize and protect them.
A Practical Approach
Clear communication, disciplined execution, and a transaction process designed around the realities of the business.
Continuity Where It Matters
Where appropriate, we preserve the relationships, people, and operating strengths that make the company valuable.
A Long-Term Perspective
Our goal is to build on the foundation you've created and help the business become stronger for the future.
Our Approach
A Disciplined Approach to Long-Term Value
Every business is different. We begin by understanding what makes a company work — and where thoughtful ownership can make it stronger.
01
Identify
Established businesses with proven revenue, real customers, durable demand, and strong fundamentals.
03
Structure
An acquisition structure designed around the needs of the business and its stakeholders — not a template.
05
Operate
Focused operating discipline — systems, people, and accountability brought to the businesses we own.
02
Understand
Time spent understanding the owner, the team, customers, the market, operations, and the real opportunities.
04
Transition
A thoughtful handover that protects continuity and minimizes unnecessary disruption for people and customers.
06
Build
Sustainable improvements that compound into long-term value for the business, its people, and its customers.
Portfolio
The track record creates confidence. The platform creates what's next.
Strong businesses. Proven foundations — built through completed acquisitions across two industry verticals.
4
Completed Acquisitions
$2.45M
Aggregate Purchase Value
$3.78M+
Current Portfolio Revenue
2
Industry Verticals
Acquired
Company
Focus
A professional accounting practice in Culver City, acquired in 2024 and integrated into the United Passage platform — extending the firm's presence across Los Angeles and deepening its operational base in tax & accounting.
A book-of-business acquisition that expanded United Passage's experience in transitioning established client relationships — the same playbook now guiding the firm's active Manhattan Beach opportunity.*
United Passage acquired West Coast Forest & Cinder Products — an established business founded in 1984 — together with approximately 10.5 acres of supporting real estate, establishing the portfolio's manufacturing & wholesale vertical.
* Figures for book-of-business acquisitions reflect internal portfolio records.
Case Feature · Acquired 2025
Building on a Business Built to Last
In 2025, United Passage acquired West Coast Forest & Cinder Products — an established manufacturing and wholesale business founded in 1984 — together with approximately 10.5 acres of real estate supporting the operation.
The acquisition brought a long-established operating business into the United Passage portfolio, with revenue growing from $2.7M at acquisition to more than $3.0M today — evidence that disciplined ownership builds on strength rather than replacing it.
The United Passage Approach
Established foundation
Thoughtful transition
Operational discipline
Sustainable growth
Current Opportunity
What's next is already taking shape.
United Passage continues to pursue established, cash-flowing businesses where its acquisition experience, operating approach, relationships, and long-term perspective can create meaningful value — including an active CPA practice acquisition now progressing in Southern California.
Additional detail is available to qualified parties following a confidential conversation.
- In Progress
Manhattan Beach CPA Practice
Tax & Accounting · Southern California
Book of Business
$750,000
Sellers
Two retiring CPAs
Approach
Relationship-first transition
Acquisition Criteria
What We Look For
Established businesses where thoughtful ownership can build on what already works.
Proven Revenue
A demonstrated operating history with established revenue and real customers.
Succession Opportunities
Current Portfolio Revenue
Durable Demand
Products or services supported by real customers and recurring, dependable demand.
Operational Opportunity
Where improved systems, leadership, and execution can unlock additional value.
Strong Foundations
Established relationships, reputation, people, and operational capability.
Long-Term Fit
Companies where United Passage can bring the right ownership, partners, and operating support.
Where We Invest
Tax & Accounting
Manufacturing & Wholesale
Business Services
Select Established Cash-Flowing Businesses
"We're industry-focused, but not industry-limited."
For Partners
Aligned Partners. Shared Opportunity.
Successful acquisitions require more than capital — they require relationships built on a long-term perspective.
Alignment
Shared objectives and clear expectations, established before the work begins.
Trust
Open communication and responsible decision-making at every stage.
Execution
A commitment to doing what we say we will do.
Long-Term Thinking
Creating value that extends well beyond the transaction.
The Next Chapter
Thinking about what's next?.
Whether you're considering selling your business, exploring a partnership, or simply beginning to think about your next chapter — we'd welcome a conversation.
Confidential · Direct · No obligation
