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 is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 1,800 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and fractional CFO services, particularly for medical professionals, dentists, and high-net-worth individuals.

Services are delivered via a proprietary Zoho-based platform and a virtual-first model, creating operational flexibility and national reach.

The groundwork is in place, ideal for a strategic buyer seeking scale, talent, and tech-enabled delivery.

Key Highlights:
• Over 1,700 active clients
• Recurring advisory model with 70-80% monthly revenue
• Strong client diversification
• Primarily virtual delivery model
• Proprietary CRM and client portal
• Growth opportunity via coordinated marketing program
• Scalable infrastructure and seasoned team in place