Established Business Advisory & Outsourced Services Firm, San Diego County

Full Editorial Writeup

This is an established Southern California professional services firm that delivers outsourced accounting, finance, human resources, and operational support to businesses and nonprofits. Founded in 2011, the company bundles strategic advisory work with hands-on execution: fractional CFO and CPO leadership, outsourced accounting and HR departments, process improvement, and readiness assessments covering audit, exit, and business continuity. Services are delivered remotely and onsite to a national and international client base.

With 33 employees generating roughly $5.2M in revenue and $724K in EBITDA, the firm sits at a credible mid-market scale for an outsourced back-office provider. The client roster spans construction, life sciences, manufacturing and distribution, technology, retail, nonprofits, and private education, which spreads risk across cyclical and non-cyclical verticals. The fractional and outsourced model tends to produce sticky, retainer-style relationships because clients embed the firm into their core finance and HR operations.

The seller is retiring and the business is positioned as a bolt-on for a CPA firm, HR consultancy, or broader advisory practice. The complementary service lines create clear cross-sell and expansion paths, and the lease runs through mid-2027 with modest rent of about $8,660 per month on a small 1,582 square foot footprint, reflecting a largely distributed workforce.