-Owner hours only 200
-Approximately 80% of revenue comes from recurring engagements
-Value-pricing model targets 70% to 80% margins with minimal accounts receivable
-Cash flow over 70%

About this practice:
This fully virtual advisory firm provides fractional CFO leadership, tax advisory, M&A advisory, capital-raising support, valuations, and financial clean-up services to a diversified base of privately held companies across the United States. Approximately 80% of revenue comes from recurring engagements, with the remainder from project-based advisory work, supported by an experienced, contractor-based team that includes multiple CFOs and senior accounting staff. Team capacity is currently underutilized, giving a buyer room to grow revenue across the existing client base without immediately adding headcount. Leadership has expressed interest in continuing with the right buyer, offering meaningful transition support and continuity. Cash flow to the owner over 70% with only 200 hours annually!

Ideal Buyer:
The ideal buyer is either an experienced CFO or finance professional who understands the full office-of-the-CFO function and can lead the team directly, or a business-development-oriented buyer comfortable operating in a largely hands-off capacity while retaining the firm's senior contractor to manage day-to-day delivery and growth. A private equity buyer seeking a platform for future growth could also be a fit. This opportunity is not well suited to a buyer whose practice is centered on basic tax preparation or bookkeeping, since existing clients expect CFO-level expertise.