how do boutique tax strategy firms price services? (ex-big4, new venture)
Hey everyone,
A guy that I met and I offed a way to partnership build a boutique firm focused on tax strategy and corporate ecosystem, aimed at founders, growing SMBs, and mid-sized businesses with a tech focus on easy things. We're not interested in traditional accounting or compliance work. our focus is on fiscal planning, entity structuring, holding company setups, helping new founders with go-to-market plans, financial strategy (3-statement modeling, capital allocation), , and helping clients make tax-efficient decisions as they scale.
We’re trying to understand how advisory firms in the tax/legal space actually operate behind the scenes especially firms like PwC, EY, Deloitte, or even smaller boutique consultancies.Of course, I know we can’t replicate the exact models used by Bain, BCG, or top-tier strategy firms — but I’m curious about how modern boutique consultancies and specialized tax/legal advisors structure their engagements.
We want our firm to reflect specialization and strategic value, without underpricing ourselves while also being scalable and efficient at local market.
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