Trinity Graph
ETA Platform Thesis · Southeast US · Spring 2026
v3.0 · COMMITTED
👥
SOCIAL_GRAPH
6 nodes
01
Retiring CPA Owners
motivated_sellers · legacy_transition
02
Sticky B2B Client Base
recurring_revenue · non_discretionary
03
Retained + Upleveled CPA Staff
risk_distribution · institutional_knowledge
04
Search Fund Investors
partners_not_capital · aligned_incentives
05
Lenders
debt_financing · relationship_capital
06
Southeast ETA Searcher Network
deal_flow · service_clients · flywheel
🧠
KNOWLEDGE_GRAPH
7 nodes
01
Regulatory Constraints
CPA_required_services · structural_moat
02
Service Line Map
AI_eligible vs CPA_required · workflow_split
03
AI-Eligible Workflow Inventory
leverage_points · sequencing_logic
04
Liability & Risk Architecture
who_signs · who_is_accountable
05
Audit Licensing & Credentialing
SOC_reports · financial_statement_audits
06
QoE & Due Diligence Methodology
searcher_services · deal_expertise
07
AI Implementation Sequencing
avoid_tax_season · bookkeeping_LT · greenfield_first
⚡
GENERATIVE_GRAPH
7 nodes
01
AI-Modernized Platform Company
target_2x_margin · $1M–$10M_EBITDA
02
Southeast US Focus
avoid_NY · establish_platform_first
03
Roll-Up Model
acquire → stabilize → modernize → bolt_on
04
Search Fund + Debt Financing
investor_partners · traditional_structure
05
ETA Ecosystem Services Layer
QoE · due_diligence · searcher_clients
06
Searcher Network as Deal Engine
network_flywheel · sourcing + referrals
07
Southeast ETA Financial Infrastructure
platform_premium · 4x → 15x_exit_thesis
CORE_THESIS
"I acquire underperforming accounting firms, modernize them with AI, and build a platform that commands a premium multiple at exit."
· Platform Premium · AI Differentiation · Southeast ETA Ecosystem · 4x → 15x