$1.06M Rev – Outsourced CFO & Controller Services
Business Description
A boutique, U.S.-based advisory firm providing outsourced controller, accounting and CFO services to venture-backed SaaS, biotech and life-science companies. The company operates a 100% remote, cloud-based practice with a proprietary practice-management system and a team of U.S. professionals (CPAs and controllers). Revenue grew from ~$183K in 2023 to over $1.0M in 2024 with strong adjusted EBITDA margins, driven primarily by high-value controller/CFO engagements. The business differentiates on quality (no offshore bookkeeping) and deep vertical expertise serving startups.
About the Business
- Years in Operation
- 2
- Facilities & Assets
- 100% remote, cloud-based operational model (no physical office).
Proprietary practice-management system and cloud accounting tech stack.
Standard team hardware and software (recent computer & office equipment purchases documented).
Clean balance sheet with minimal debt (founder's note paid off in 2024). - Market Outlook / Competition
- Strong recent growth: revenue jumped from ~$183K (2023) to >$1.0M (2024) with high adjusted EBITDA.
Niche demand: steady need for outsourced financial leadership among venture-backed startups.
Business is referral/LinkedIn driven today (limited paid BD).
Low operational risk noted by seller; client relationships described as stable/funded. - Opportunities for Growth
- Add in-house tax services and People Ops offerings to increase revenue per client.
Push routine bookkeeping to lower-cost resources to free senior staff for higher-margin CFO work.
Implement proactive business development beyond referrals (structured BD & marketing).
Cross-sell to adjacent professional services (legal, IT, payroll) and deepen vertical coverage.
About the Sale
- Transition Support
- Founder available to continue part-time or full-time for client handoffs, BD, and customer success.
Transition support from co-owner for IT and practice management system knowledge transfer.
Documented processes within proprietary system to train controllers/bookkeepers.
Opportunity to bring tax specialist and in-house People Ops post-acquisition.
Listing Info
- ID
- 2419854
- Listing Views
Listing ID: 2419854 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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