The owners are seeking a true strategic acquirer, a firm already operating at a similar or larger size with existing infrastructure, national reach, and the ability to scale a high-volume advisory platform. This opportunity is not intended for individual buyers or first-time acquirers or SBA qualified buyers.

This acquisition will need to be structured as a stock purchase, which is the cleanest and most secure method to transfer ownership of this particular business. Reasons for this can be discussed after NDA execution.

We do not entertain phone calls without an NDA and a buyer profile in hand.

This offering represents a 13-year-old, virtual, technology-enabled accounting and advisory platform serving thousands of clients across the U.S. The business maintains a deeply embedded recurring revenue model, a modern systems infrastructure, and broad service offerings including tax advisory, tax prep, business advisory, bookkeeping oversight, payroll coordination, and fractional CFO support.

The company operates nationwide through a streamlined virtual model built around a custom CRM Platform and other modern cloud-based tools. Client concentration is exceptionally low, with no single client representing more than 2% of revenue.

Highlights
• 70–80% Recurring Monthly Revenue - Advisory-first engagement structure averaging ~$900/month per client. Predictable, stable revenue stream ideal for strategic scaling.
• Large, Diversified Client Base - Thousands of active clients across 46+ states, primarily physicians, dentists, veterinarians, real estate investors, and SMBs.
• Fully Virtual, Scalable Infrastructure - Modern operations, proprietary client portal, defined workflows, and the ability to integrate quickly into an existing platform.
• Right-Sized Cost Structure (as of October 2025) - After removing excess payroll and non-recurring overhead, the business now reflects industry-standard margins and streamlined staffing.
• Significant Operational Upside for Strategic Buyers - A larger acquirer can leverage economies of scale in tax prep, marketing, payroll, and advisory staffing to expand margins and grow ARPU.

Financial Snapshot (TTM Through October 2025)
Revenue: $7,431,586
Adjusted SDE: $1,630,565
Includes normalization for excess payroll, partner salary, and one-time legal/professional costs
Recurring Revenue: 70–80%
No customer concentration risk
Average Advisory Fee: ~$900/month

Ideal Acquirer Profile: The sellers are prioritizing buyers who are:
- Existing CPA or advisory platforms
- Private equity-backed consolidators
- Regional or national firms seeking to expand their client base and recurring revenue
- Organizations with the infrastructure to absorb and scale a large virtual client book

Why Acquire This Business
- Immediate expansion into a national client base
- Stable recurring revenue with low churn on the current book
- Strong infrastructure that can support 3–5x scalability
- Significant margin upside via integration into an existing platform
- Diversified client mix across high-value professional verticals
- Tech-forward operational model ready for roll-up strategies

Next Steps - This is a confidential listing and requires a signed NDA and buyer profile & qualification to receive the full CIM, client data room access, and financial package.

Inquiries will only be considered from strategic buyers with proven industry experience and operational scale.