This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 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 2,000 active clients
• Recurring advisory model with 80%+ monthly revenue
• Strong client retention; diversified base
• Hybrid (primarily virtual) delivery model
• Proprietary CRM and client portal (Zoho One)
• Minimal marketing—growth opportunity via outbound efforts
• Scalable infrastructure and seasoned team in place
Ad#:2396158
