The company primarily provides business advisory services and tax preparation services to physician, dental, and veterinary practices and proprietary businesses. Additional services include third-party retirement administration and guiding college athletes through the tax implications of income earned through Name, Image, and Likeness (NIL) payments.

Key Aspects

Specialized business advisory services are targeted to the growing healthcare market including medical and dental group formation and practice management
Multiple lines of business established to capitalize on accounting services related to tax preparation and tax liability minimization
The company creates proprietary financial reports focused on cash flow to show clients monthly cash-in-bank values
Low client concentration as no client comprises more than 1% of annual revenue
Over 80% of employees work remotely

Opportunities

Engage in targeted marketing within the existing markets or introduce new markets to expand the client base
Offer transcription services to medical practices as part of practice management
Build out services to the college athlete market recently engaged by the company
Pursue provision of accounting services to a large Real Estate Investment Trust
Sell additional products and services to the existing client base of over 4,000 entities and over 3,000 individuals
Significant infrastructure investments in 2020 and 2021 have positioned the company for rapid growth

Headquartered

Southeastern US

Current Markets

The company provides services to medical practices, dental offices, veterinary clinics, and small proprietary businesses across the United States.

Real Estate

The company operates from three facilities located in different states.
The three offices are leased from unrelated third parties.
Management notes that there is room to grow in the current locations.

Shareholder Objectives

Ownership wishes to pursue other business ventures.
The CEO is willing to remain with the company for a predetermined period to facilitate a smooth transition to new ownership.

Benchmark International

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Accounting and Business Advisory Firm – BN000043290

Accounting and Business Advisory Firm – BN000043290

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