Tupelo Data Room
Accounting & Tax Practices
Active

A high-margin, remote-first financial services firm

Apex, Wake County, North Carolina, United States
Asking Price-
Revenue$968k
EBITDA$299k
Cash Flow-
Description
A high-margin, remote-first financial services firm that provides recurring and project-based bookkeeping, controller services, and strategic consulting. The business serves funded startups and professional service providers across the United States, United Kingdom, and Spain. Clients are primarily English-speaking tech and life science companies ranging from Seed to Series C stages.
Business is
Home Based
Number of EmployeesFull-Time: 11
Year Established
2016
Reason Selling
Retirement
Facilities & Assets
Since the business is fully remote, there are no available facilities / assets.
Support & Training
Transition support between 3 and 6 months
Market & Competition
The business operates in a competitive market with pressure from SaaS tools, offshore providers, and larger outsourced finance firms. However, its niche focus on startups, high-touch service, and strategic advisory give it a strong edge. Unlike low-cost or automated options, it offers tailored support and acquisition-readiness expertise, making it highly valuable to fast-growing clients. This specialization helps it retain loyal customers despite broader market competition.
Growth Opportunities
- Outbound sales team - Paid digital marketing - Offshore task delegation - New services: Tax, HR, Payroll
Asking Price-