Established CAS Firm Catering to Wealthy Clients in Louisiana

Louisiana, LA

Financial Services

Established CAS Firm Catering to Wealthy Clients in Louisiana

Asking price

$2,100,000

Cash flow (TTM)

Private

Released after NDA

Revenue (TTM)

$1M

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established CAS Firm Catering to Wealthy Clients in Louisiana.

This firm specializes in tax preparation, bookkeeping, and advisory services for a dedicated clientele of high-net-worth individuals, including doctors and business owners. Revenue has shown steady growth, with projections nearing $1M for 2026, bolstered by a new referral partnership still gaining traction. The business utilizes a high-autonomy staffing model, where an operations team oversees client interactions and service provision, minimizing daily owner oversight. Most new clients are acquired through referrals, especially from the healthcare sector, and the firm is well-situated for a buyer to enhance marketing efforts and diversify into additional requested services.

The fine print

Detailed information.

IndustryFinancial Services
Real estateLeased
Reason for sellingCareer Change
LocationLouisiana, Louisiana
Year establishedNot disclosed
Lease expirationNot disclosed
Monthly rentNot disclosed
FF&ENot disclosed
Growth & expansionNot disclosed
Support & trainingNot disclosed
Contact number
Email

BizScout Score

How this listing scores against everything else on BizScout.

An at-a-glance read on listing quality. Higher means the deal is well-priced, the financials look healthy, and the data is well-documented. A low score often means the seller hasn’t shared enough data yet, not that the deal is bad.

BizScout Score
0 · Poor50 · Fair75 · Good100 · Excellent

Why this score?

Historical comps

How this asking price compares.

Compare this listing against same-industry asking prices in the BizScout listings database — peer percentiles, sector asking-price multiples, and the 18-month asking-price trend.

Recent comparable sales

Industry context

The industry this business sits in.

Size, momentum, structure, and where the risk concentrates.

Location & catchment

Louisiana, Louisiana

Reference data sourced from Census ACS, Census County Business Patterns, and NOAA Climate Normals. Exact address shared after NDA.

Why this deal stands out

The case for this acquisition.

Scannable cards on owner involvement, asset transfer, revenue quality, and other deal-shaping signals pulled from this listing.

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Asking price

$2,100,000

View on BizScout