A partner for your firm's next chapter.
Wilshire Intelligence Network acquires established CPA practices across California and pairs each one with a practicing CPA who steps into ownership — backed by committed capital and a modern operating platform.
Committed capital · A practicing CPA successor · Confidential from first call to close
Across three funds and SPVs, with institutional co-investors $200M+
A venture fund seeded by operators, not lenders 200+
Including property management and accounting 3
AI accounting software, deployed in every firm we operate
Most deals close within a quarter ~12
Figures reflect S16 and its partners. The network includes founders and investors from Perplexity, Synthesia, Miro, Intercom, Goldman Sachs, Sequoia Capital, Iconiq Capital, and DST — through the fund's portfolio companies, exits, and founder-investor relationships.
The buyer, in person
No commissions. No shopping your practice around. Every conversation is with the people who make the decision and sign the check.
CPA-owned, CPA-led
Licensed CPAs hold majority ownership and full professional control of every firm. Your successor is a practitioner who signs returns and sits with clients — not a distant holding company. Our founding CPA is Denis Shulga, CPA, EA.
Confidential throughout
Your clients and staff hear about the sale from you, when you decide. Until then, nothing leaves the room.
WIN's operating platform is built with our technology partner, Jupid, an AI accounting software company.
Built in California, staying in California
We buy established CPA and tax practices across California, from our home base in Los Angeles. The firm keeps its name, its office, and its people — and the owner-operator who takes over works where the clients are.
Start with a conversation
Book a thirty-minute call with a principal, reach us through your broker, or send a note. The first conversation is confidential and commits you to nothing. Prefer email? [email protected].