-Owner works approximately 260 hours annually with a strong leadership team managing day-to-day operations
-Value-based subscription model with built-in annual fee increases and 97% recurring revenue
-Revenue growing toward $1.6M in 2026 with significantly improved cash flow margins
-Modern tech stack with documented systems, standardized workflows, and a scalable team structure

ABOUT THIS PRACTICE:
Established in 2011, this fully virtual Client Advisory Services firm has built a profitable, scalable platform serving high-growth companies across several industries. The firm operates on a premium subscription model with billing conducted in advance of work performed, generating highly predictable recurring revenue with no tax work. A seasoned leadership team manages day-to-day operations, with the owner focused primarily on strategic initiatives at approximately 260 hours annually.
Revenue is growing toward $1.6M in 2026 with meaningfully improved cash flow margins following a strategic restructuring around profitability in recent years. The firm runs entirely virtual with no physical office, a hybrid team structure, and documented systems designed for scalability.

IDEAL BUYER:
The ideal buyer is an existing firm looking to add or expand CAS capabilities, or an entrepreneurial accounting professional seeking a modern, well-structured advisory platform. A tech-forward mindset is essential, as is comfort managing virtual teams and distributed operations. A CFO or advisory group could leverage the firm's infrastructure as a backbone while focusing on high-level client relationships.