TSS Advisors, LLC

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

TSS Advisors, LLC - overview

Established

1986

Location

Lebanon, NH, US

Primary Industry

Business Support Services

About

Based in the US, TSS Advisors, LLC delivers professional financial consulting and accounting services, catering to a diverse clientele with tailored solutions that focus on wealth preservation and strategic business transitions. TSS Advisors, LLC is a financial consulting firm founded in 1986 and headquartered in Lebanon, US. The company specializes in providing financial advisory services to high-net-worth families and businesses. The firm's founder, whose details are not disclosed, has positioned TSS Advisors to effectively serve clients across New England.


TSS Advisors specializes in providing comprehensive financial consulting and accounting services tailored to the unique needs of its diverse clientele. The firm offers a range of products and services, including proactive financial advisory, wealth preservation strategies, and expert oversight for high-net-worth families and businesses. Their core offerings encompass strategic planning for business transitions, such as sales and succession, as well as personalized guidance for independent schools and non-profit organizations navigating complex regulatory requirements. TSS Advisors serves a broad client base, including construction firms, real estate professionals, and educational institutions across New England, primarily in New Hampshire, focusing on delivering customized solutions that align with the specific goals of each client.


The revenue model of TSS Advisors is structured around providing expert consulting and advisory services on a fee-for-service basis. Transactions typically involve direct engagement with clients who seek strategic financial guidance or oversight, often resulting in ongoing partnerships. Clients may engage TSS Advisors to develop a comprehensive financial strategy, with fees structured based on the services rendered, which could include project-based consulting or retainer agreements for continuous support. While specific pricing plans for services are not disclosed, the firm's offerings are designed to cater to varied client needs, ensuring that each engagement is customized to deliver maximum value.


TSS Advisors focuses on building long-term relationships, contributing to sustained revenue generation through repeat business and referrals within its established client network. Ascend, a portfolio company of Alpine Investors, has acquired TSS Advisors, LLC. The deal's financial terms were not disclosed. Moving forward, TSS Advisors plans to leverage this acquisition to enhance its service offerings and expand into new markets within the Northeastern United States, targeting growth in regions such as Massachusetts and Maine by the end of 2024.


Recent strategies will also focus on developing innovative financial products aimed at high-net-worth individuals and businesses, with anticipated launches set for mid-2025.


Current Investors

Primary Industry

Business Support Services

Sub Industries

Consulting Services, Accounting Services

Website

www.tss-advisors.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

TSS Advisors, LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedJohn G. Burk & Associates, CPAs, P.C.-
Add-onCompletedTSS Advisors, LLC-

Displaying 1 - 2 of 2

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.