Zinman & Company P.C.

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Zinman & Company P.C. - overview

Established

1986

Location

-, Pennsylvania, US

Primary Industry

Financial Services

About

Based in the US, Zinman & Company P. C. , operates as a provider of accounting, tax, business advisory, payroll, and human resources services. Founded in 1986, Zinman & Company P.


C. operates in the US as a provider of various financial services. The firm has established a reputation for delivering quality accounting and advisory services to a diverse clientele. In September 2026, Zinman & Company was acquired by Sorren, a portfolio company of DFW Capital Partners, to enhance Sorren's national accounting and advisory platform.


Zinman & Company P. C. specializes in a comprehensive range of accounting, tax, and advisory services aimed at supporting the financial health and operational efficiency of both individuals and businesses. Their core service offerings include financial statement preparation, corporate and estate tax services, bookkeeping, payroll management, and strategic financial planning.


These services cater to a diverse client base that encompasses startups, non-profit organizations, and established businesses across various sectors. Zinman & Company also focuses on providing tailored solutions such as financial reporting, IRS representation, and risk assessment strategies to enhance clients' overall financial practices. Geographically, their services extend beyond the local market of Southampton, PA, reaching clients in nearby urban areas and potentially across broader regions such as the Mid-Atlantic and Northeast United States. Zinman & Company generates revenue primarily through fee-based structures associated with their diverse service offerings.


Typical transactions may involve clients engaging the firm for monthly bookkeeping services or annual tax return preparation, where fees are often outlined in service agreements or as fixed-rate packages. The firm's flagship services, such as consulting for business startups and providing corporate tax advisory, are structured to facilitate long-term partnerships, with clients benefiting from ongoing support and compliance assurance. The company’s revenue model is largely B2B, involving direct contracts with businesses or organizations, ensuring reliable and consistent cash flow. As an administrative services organization, Zinman & Company effectively integrates its offerings to deliver comprehensive solutions, making it a trusted ally in financial management for its clientele.


The acquisition in September 2026 strengthens Sorren's national accounting and advisory platform by adding a well-established Pennsylvania practice, deep client relationships, and complementary tax, accounting, HR, payroll, and advisory capabilities.


Current Investors

Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services

Website

www.zinmanandcompany.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Zinman & Company P.C. - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedZinman & Company P.C.-

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