Tech-Enabled Fractional CFO & Accounting Firm with $3.2M ARR

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Financial Details

Asking Price:
$5,600,000
Annual Revenue:
$4,261,483
Cash Flow / SDE:
$1,114,002
Valuation Multiple:
5.0x
Location:
US
Source:
Date:
July 01, 2025

Key Highlights

- Tech-enabled outsourced finance and fractional CFO services for small to mid-market businesses.
- Recurring revenue model with a diverse client base in Nonprofit, Technology, and Professional Services.
- Proprietary accounting software and a remote, US-based team, ensuring scalability and growth potential.

Description

This is a tech-enabled outsourced finance and fractional CFO firm serving small to mid-market businesses in the United States. The business has a recurring revenue model with a client base in Nonprofit, Technology, and Professional Services. It has a proprietary accounting software and a remote, US-based team. The firm has a strong inbound pipeline through referrals and a scalable infrastructure with opportunities for growth.

Industry Information

Industry Description:
Accounting
Classification:
Financial Services

Listing Details

Listing ID:
0a597e07-477c-4025-9a7f-6ad4f84ebafa
Deal Status:
For Sale
Date Posted:
July 01, 2025
Last Updated:
July 01, 2025
Currency:
USD

Features & Tags

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