SAINVUS

The leading CPA platform in the US

Supporting CPAs in delivering trusted advice and value-added services to their clients

Who we are

SAINVUS is building the preeminent platform to acquire, support and grow CPA practices in the US.

The platform provides CPAs with the tools that support them as trusted service providers to their clients by offering a range of value-added services and advice.

We believe the trusted relationship a CPA has with their client is under appreciated today and represents an opportunity to offer clients a broader range of important financial and business services.

By combining client service excellence, cutting-edge technology, back office administrative support where needed and sales and marketing best practices, we aim to enhance revenue growth, improve operational efficiency, and enhance overall profitability while elevating the CPAs experience serving their clients.

We bring a patient approach to value creation with a long-term investment horizon of 7-10+ years.

Our offering

  • The team’s hands-on involvement ensures SAINVUS’ strategic growth and long-term success

  • Flexible approach to deal structure

    • Upfront payment facilitating near-term liquidity

    • Ongoing equity participating to benefit from the growth in your practice

    • Benefit from platform valuation uplift on ultimate platform sale

  • Offer common centralized administrative functions that drive operational efficiencies across a larger employee/client base

    • HR: talent acquisition and retention; employee onboarding and training;

    • Legal and Compliance

    • Finance: billings, collections, pricing;

    • Marketing and Growth

    • Technology / IT

    Purchasing synergies for products and service

  • Additional services that can be offered to clients, such as:

    • wealth management

    • trust and estate planning

    • risk assessment /risk management

    • cyber

    • regulatory

    • Investment in new business lines

    • To acquire additional practices

    • Developing a complementary offshore workforce to support growth

    • A dedicated recruitment team to identify, target, and attract key talent

    • Assistance with developing compensation plans

    • Ability to stay up-to-date with new technology developments through centralized and coordinated evaluation and deployment of new technology – supporting increased efficiencies and margin expansion

    • Scale to invest in and adopt new technologies; achieving purchasing, support and training efficiencies

The team

We were educated as accountants having both written the South African Chartered Accountant Board Exam

We have experience as private equity investors and tech entrepreneurs with expertise in supporting and growing firms

As day-to-day executives at SAINVUS, we bring experience, expertise, relationships, and a proactive approach to driving growth and success

Jonathan Smidt

  • Former partner KKR Private Equity practice (2000 - 2018)

  • Goldman Sachs Investment Banking, New York (1997 - 2000)

  • Ernst & Young (1996)

Hilliard Milner

  • Co-Founder Optifino - Tech-enabled life insurance platform (2022 - 2025)

  • Various private equity roles

  • Qualified South African Chartered Accountant

Contact Us

Interested in learning more?

Email us directly or enter your information to arrange a call.

We can’t wait to hear from you!