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Market data and deal flow

Frequently asked questions

Planning Basis research deskSection 11 · Page 9 of 12Last updated 3 November 2026

Is the market worth $3.375 billion?

That is the upper output of an unvalidated supplied scenario, not measured revenue. The actual adjacent-market evidence in CPA.com — 2024 CAS Benchmark Survey release, 9 December 2024 covers a different service category and sample.

Is tax strategy growing at 17% annually?

This research does not establish that. CPA.com — 2024 CAS Benchmark Survey release, 9 December 2024 reports a historical respondent CAS growth metric based on 2023 data, not this niche’s current growth rate.

What is the best verified price benchmark?

There is no representative benchmark here; the available figure is a single supplier’s advertised design range. Cerebral Tax Advisors — Pricing and scope separates that service from maintenance, so it should not be treated as an annual-retainer average.

Does acquisition value tell me what my tax engagement should cost?

No: transaction value concerns ownership of a provider business. Grant Thornton Advisors — Completion of CBIZ acquisition, November 2026 page is evidence of a platform transaction, not a client fee or a measure of individual advisory value.

Do published client cases prove incremental tax savings?

Not without a baseline, cost reconciliation and appropriate corroboration. Grassi — GVC Construction case study, 26 May 2026 concerns contractor operating/bonding outcomes and should not be recast as independently verified tax ROI.

Sources cited on this page

  1. CPA.com — 2024 CAS Benchmark Survey release, 9 December 2024www.cpa.com
  2. Cerebral Tax Advisors — Pricing and scopewww.cerebraltaxadvisors.com
  3. Grant Thornton Advisors — Completion of CBIZ acquisition, November 2026 pagewww.grantthornton.com
  4. Grassi — GVC Construction case study, 26 May 2026www.grassiadvisors.com