-Owner works approximately 260 hours annually with a strong leadership team managing operations
-Value-based subscription model with 3% annual fee increases built in
-97% recurring revenue; no tax work
-Modern tech stack with documented systems and standardized workflows
-Referral-driven new business with strong reputation in the Nashville market
-Philippines-based contractor network provides scalability and margin improvement potential

Established in 2011, this virtual Client Advisory Services firm has built a profitable, scalable platform serving 26 high-growth companies across SaaS, healthcare, and professional services industries. Three years ago, the owner made a strategic decision to restructure the firm around profitability, culling clients that did not fit the model and buying out a previous partner in early 2025. The result is a leaner, higher-margin operation: 2025 net cash flow of $252,941 on $1.47M revenue, with 2026 on track for $1.6M gross revenue and $475,000 cash flow to owner.

The firm runs entirely virtual with no physical office and a 16-person hybrid team of five U.S.-based leadership staff and 11 Philippines-based contractors. An 11-year VP of Operations leads day-to-day management, and the owner works approximately 260 hours annually focused on strategic initiatives. Premium value-based subscription pricing averages $54,733 per client annually, with built-in 3% annual fee increases and billing conducted exclusively through Bill.com in advance of work performed.

Ideal Buyer:
The ideal buyer is either an existing firm looking to add or expand CAS capabilities or an entrepreneurial accounting professional seeking a modern, well-structured advisory platform. A CFO or advisory group could leverage the firm's infrastructure and team as a backbone, focusing their own efforts on high-level client relationships. A tech-forward mindset is essential. Given the firm's 16-person team and distributed workforce, the buyer should have experience managing virtual teams and be comfortable with geographically distributed operations.