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Market data and deal flow

How large is the premium owner-managed tax-advisory market?

Planning Basis research deskSection 11 · Page 1 of 12Last updated 3 November 2026

This research did not establish a reliable measured size for the precise niche: US medical practices, contractors and agencies considering $35,000–$45,000 of annual tax strategy. Broad accounting or client-advisory statistics cannot be relabelled as this market’s revenue.

Use three evidence tiers: measured adjacent-market data; publisher-reported prices and transactions; and unvalidated desk assumptions. Keep them separate in commercial planning and public claims.

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