TSS Advisors, LLC
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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
Ascend
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 Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | John G. Burk & Associates, CPAs, P.C. | - | ||||||||
| Add-on | Completed | TSS Advisors, LLC | - |
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