Innovative Virtual Client Advisory Services Firm

TN

Financial Services

Innovative Virtual Client Advisory Services Firm

Asking price

$2,500,000

Cash flow (TTM)

$456K

Reported by seller

Revenue (TTM)

$2M

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Innovative Virtual Client Advisory Services Firm.

Founded in 2011, this virtual Client Advisory Services (CAS) firm specializes in monthly accounting, bookkeeping, and advisory support for high-growth businesses in the SaaS, healthcare, and professional services sectors. With 97% of its revenue recurring, it is projected to achieve $1.62 million in revenue by 2026, generating an estimated cash flow of $456,000 for the owner. The firm does not engage in tax services. Operations are managed by a VP with over ten years of experience, utilizing a robust cloud-based system that minimizes owner involvement to about 260 hours per year, allowing for a focus on strategic growth and AI integration. The firm employs a hybrid model with US-based leaders and contractors from the Philippines, providing a modern, scalable advisory platform for prospective buyers.

The fine print

Detailed information.

IndustryFinancial Services
Real estateLeased
Reason for sellingOther
LocationTennessee
Year established2011
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.

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BizScout Score
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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

Tennessee

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

$2,500,000

View on BizScout