The Company is a CPA-led accounting and advisory firm focused exclusively on small business clients requiring ongoing financial guidance. Unlike traditional compliance-only firms, the Company utilizes a client-facing CFO model, where senior accountants serve as primary relationship managers supported by operational staff. Small businesses (0–$10M revenue) Long-term advisory relationships Diversified industry mix Strong engagement and retention characteristics The owner is seeking a structure similar to: Sale of ~70% equity Approximate valuation: $1.2M Estimated investor purchase: $840K Portion retained for reinvestment into firm growth
The owner intends to remain actively involved post-transaction.
