YOUR CLIENTS TRUST YOU.
YOUR CLIENTS TRUST YOU.
Who they trust next is the most important decision you'll make.
Who they trust next is the most important decision you'll make.
SAINVUS partners with CPA firms' owners who have built something worth preserving. Offering committed capital, infrastructure, and a long-term partnership to ensure your legacy, people, and clients are in good hands.
SAINVUS partners with CPA firms' owners who have built something worth preserving. Offering committed capital, infrastructure, and a long-term partnership to ensure your legacy, people, and clients are in good hands.
NY · NJ · CA · FL · IND · RSA
NY · NJ · CA · FL · IND · RSA
A platform built around the CPA relationship - not around a transaction.
A platform built around the CPA relationship - not around a transaction.
Many firm owners have spent decades building something they are proud of. When the time comes to think about succession, the last thing they want is to hand their clients and people over to a firm that sees it as a deal, not a responsibility.
SAINVUS has been built for owners who want a different outcome — a long-term partner who will honor what they have created.
Many firm owners have spent decades building something they are proud of. When the time comes to think about succession, the last thing they want is to hand their clients and people over to a firm that sees it as a deal, not a responsibility.
SAINVUS has been built for owners who want a different outcome — a long-term partner who will honor what they have created.
Partnership
Partnership
Partnering with owners ready to think about succession, providing committed capital and a fair valuation.
Partnering with owners ready to think about succession, providing committed capital and a fair valuation.
Support
Support
We offer to take on the operational and administrative burden — technology, HR, recruiting, and back-office — so you can focus on clients.
We offer to take on the operational and administrative burden — technology, HR, recruiting, and back-office — so you can focus on clients.
Growth
Growth
With SAINVUS behind you, expand your services, attract higher-value clients, and benefit from scale — without losing your identity.
With SAINVUS behind you, expand your services, attract higher-value clients, and benefit from scale — without losing your identity.
"My clients expect the best, and SAINVUS gives me the platform to deliver it. Their investment in technology and infrastructure isn't just about modernizing the firm, it's about elevating the quality of service we can provide at every level.”
- Wesley Childs, CPA | Partner, Schulman Lobel
"After meeting with a number of firms, we selected SAINVUS as our partner for the future. They’ve delivered on their promises—supporting our growth with technology and capital, while valuing our culture and taking the time to understand what matters most to us.”
— Norm Schulman, Managing Partner Schulman Lobel.
"After meeting with a number of firms, we selected SAINVUS as our partner for the future. They’ve delivered on their promises—supporting our growth with technology and capital, while valuing our culture and taking the time to understand what matters most to us.”
- Norm Schulman, Managing Partner, Schulman Lobel.
"My clients expect the best, and SAINVUS gives me the platform to deliver it. Their investment in technology and infrastructure isn't just about modernizing the firm, it's about elevating the quality of service we can provide at every level.”
- Wesley Childs, CPA | Partner, Schulman Lobel
"After meeting with a number of firms, we selected SAINVUS as our partner for the future. They’ve delivered on their promises—supporting our growth with technology and capital, while valuing our culture and taking the time to understand what matters most to us.”
- Norm Schulman, Managing Partner, Schulman Lobel.
"My clients expect the best, and SAINVUS gives me the platform to deliver it. Their investment in technology and infrastructure isn't just about modernizing the firm, it's about elevating the quality of service we can provide at every level.”
- Wesley Childs, CPA | Partner, Schulman Lobel
"After meeting with a number of firms, we selected SAINVUS as our partner for the future. They’ve delivered on their promises—supporting our growth with technology and capital, while valuing our culture and taking the time to understand what matters most to us.”
- Norm Schulman, Managing Partner, Schulman Lobel.
"My clients expect the best, and SAINVUS gives me the platform to deliver it. Their investment in technology and infrastructure isn't just about modernizing the firm, it's about elevating the quality of service we can provide at every level.”
- Wesley Childs, CPA | Partner, Schulman Lobel
Less Admin · More clients · A partner who's invested in your success ·
Less Admin · More clients · A partner who's invested in your success ·
Less time on admin.
More time with your clients.
Less time on admin.
More time with your clients.
Most firm owners tell us the same thing: the work they love is client work.
Most firm owners tell us the same thing: the work they love is client work.
What drains them is everything else — attracting and retaining talent, technology, compliance and the endless admin that comes with running a practice. SAINVUS can help take on that burden, so you can spend your time where you have the highest impact - serving your clients.
What drains them is everything else — attracting and retaining talent, technology, compliance and the endless admin that comes with running a practice. SAINVUS can help take on that burden, so you can spend your time where you have the highest impact - serving your clients.
Let us help you where you need it
Let us help you
where you need it
Attracting, Training and Retaining Talent?
Attracting, Training and
Retaining Talent?
Expanded Service Offering?
Expanded Service Offering?
Dedicated Offshore Talent?
Dedicated Offshore Talent?
Technology and AI?
Technology and AI?
Every firm is different. We start with listening.
Every firm is different. We start with listening.
The world your clients hired you to navigate has changed.
So has the world you operate in.
The world your clients hired you to navigate has changed.
So has the world you operate in.
A decade ago, running a successful CPA practice meant doing great work and looking after your clients. Today it means managing in a talent market where fewer people are entering the profession, competing to retain staff who have more options than ever, and making consequential decisions about AI and technology that will define whether your practice thrives or falls behind.
SAINVUS exists so that you don’t have to navigate these challenges alone.
A decade ago, running a successful CPA practice meant doing great work and looking after your clients. Today it means managing in a talent market where fewer people are entering the profession, competing to retain staff who have more options than ever, and making consequential decisions about AI and technology that will define whether your practice thrives or falls behind.
SAINVUS exists so that you don’t have to navigate these challenges alone.
Keep What’s Important
Keep What’s Important
Your clients stay with the people they trust. Your name stays on the door. Your culture is preserved. We want to keep what makes you special.
Your clients stay with the people they trust. Your name stays on the door. Your culture is preserved. We want to keep what makes you special.
Shareholders
Shareholders
Sellers receive a portion of their consideration as equity in SAINVUS. As a growing platform, there is meaningful upside — a genuine second opportunity to be invested in what we build together.
Sellers receive a portion of their consideration as equity in SAINVUS. As a growing platform, there is meaningful upside — a genuine second opportunity to be invested in what we build together.
Partnership
Partnership
Jonathan and Hilliard are involved in every conversation and every deal — no junior team, no intermediaries. You deal directly with the founders who stand behind every commitment made.
Jonathan and Hilliard are involved in every conversation and every deal — no junior team, no intermediaries. You deal directly with the founders who stand behind every commitment made.
The Decision to Sell is Personal.
So Is the Conversation.
The Decision to Sell is Personal. So Is the Conversation.
Jonathan Smidt
Jonathan Smidt
Co-Founder
Co-Founder
Hilliard Milner
Hilliard Milner
Co-Founder
Co-Founder
Many of the firm owners we speak with are focused on what they need to succeed in a rapidly evolving environment. That's exactly the right time to talk.
There is no obligation and no pressure. Just a conversation with the founders about what you have built and what you are looking for in a partner.
Many of the firm owners we speak with are focused on what they need to succeed in a rapidly evolving environment. That's exactly the right time to talk.
There is no obligation and no pressure. Just a conversation with the founders about what you have built and what you are looking for in a partner.
