Advisory/Consulting for Sale — Louisiana
- Practice type
- Advisory/Consulting
- Location
- Louisiana
- Asking price (broker's own figure)
- $2,100,000
- Annual revenue (broker's own figure)
- $1,025,000
- Listed by
- Poe Group Advisors
From the broker’s listing
This CAS firm provides tax preparation, bookkeeping, and advisory services to a loyal base of high-net-worth individuals, including physicians and entrepreneurs. Revenue has grown consistently in recent years, with 2026 projected at approximately $1M, supported by a newly established referral partnership that is still in its early stages. The firm operates on a fully delegated, high-autonomy staff model with a dedicated operations team managing client communications, service delivery, and systems, requiring minimal owner involvement day to day. Nearly all new business comes through referrals,
View this listing on Poe Group Advisors →
The Practice Market is an index of listings other firms publish. We are not the seller, not the broker of record, and we do not value practices. Every figure on this page is the broker’s own published number, shown as they published it.