Portfolio

Portfolio

The track record creates confidence. The platform creates what's next.

Strong businesses. Proven foundations. Four completed acquisitions across two industry verticals — and a span that continues to extend.

The Portfolio

Strong businesses. Proven foundations.

United Passage's portfolio represents our approach to acquiring established businesses and building upon the foundations that already exist — each acquired, transitioned, and strengthened under long-term ownership.

The Portfolio at a Glance 2023 — Present
4 Completed Acquisitions
$2.45M Aggregate Purchase Value
$3.78M+ Current Portfolio Revenue
2 Industry Verticals

Figures per United Passage internal portfolio records.

The Ledger of Holdings Four Crossings · One Under Way

Holding 01 · 04

2023
Tax & Accounting Founding Acquisition

BPW Tax & Accounting Services

An established tax and accounting practice serving its client base through long-standing professional relationships — the first crossing in what would become the United Passage portfolio, and the beginning of its founding vertical.

Vertical
Tax & Accounting
Acquired
2023
Role
Founding acquisition

Holding 02 · 04

2024
Tax & Accounting Integrated — 2024

LPW CPAs — Culver City

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 operating base in tax & accounting.

Vertical
Tax & Accounting
Acquired
2024
Role
Platform integration

Holding 03 · 04

2024
Tax & Accounting Relationships Transitioned

Money Matters Tax Service

A book-of-business acquisition that expanded United Passage's experience in transitioning established client relationships — the same playbook now guiding the active Manhattan Beach opportunity. Acquired relationships were moved with continuity first: same standards, same service, no disruption.

Vertical
Tax & Accounting
Acquired
2024
Model
Book of business

Book-of-business figures are maintained per internal portfolio records.

Holding 04 · 04 — Featured

2025
Manufacturing & Wholesale Operating & Growing

West Coast Soil Works

West Coast Forest & Cinder Products

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 company into the portfolio and established its second vertical, 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

Where We Stand

One platform. Two verticals.

The lanes along which the portfolio was founded — and continues to build.

Tax & Accounting

3 Acquisitions · 2023–2024 · The Founding Vertical

The founding vertical of the platform — built through practice acquisitions and book-of-business transitions. It is where United Passage learned, and proved, how to move established client relationships with care: continuity first, same standards, same service.

A fourth transaction in this vertical — a Manhattan Beach CPA practice — is currently in progress. See the opportunity →

Current Opportunity

The next span is already under way..

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.

Manhattan Beach CPA Practice

Tax & Accounting · Southern California

Book of Business

$750,000

Sellers

Two retiring CPAs

Approach

Relationship-first transition