This brief is for you; it is never sent to the owner.
Who they are
| Item | Record | Source |
|---|---|---|
| Owner | Sent to the client only | Named in the paid brief. For this sample the owner has not been looked up. |
| Company | A registered accounting firm in Williamson County, Tennessee (Nashville metro area). Name withheld on this sample. | Tennessee firm permit; metro area from the sample file |
| Website | Not on the permit record | No website on the permit record; the web pass comes with the paid work |
| What they do | Public accounting (registered accounting firm permit) | Tennessee firm permit |
| Licence | Firm permit: Registered Accounting Firm, Active, expires 2026-12-31 | Public records, read 2026-11-09 |
| Founded or first filed | Not on the permit record | Business registry check not yet run |
| Size on the public register | Tennessee firm permits on file: 1 current | Public records, by county |
Independence evidence
| Check | What the public record shows | Source |
|---|---|---|
| Ownership | Unknown | Not checked in this pass |
| Basis | Ownership not checked: registry record only | Sample file, one row |
| Owner source | Sent to the client only | Cited field by field in the paid brief |
| Licence qualifier is an officer | Not on the permit record | Not on the permit record |
| Parent entity | Not on the permit record. Not an office of any firm on the national ranking. | Compared against a published national ranking |
| Primary record | Tennessee firm permit, read 2026-11-09 | Public records |
What the owner wrote
Sent to the client only. A paid brief quotes every reply from the firm, word for word, with the date each one arrived. No owner was contacted for this sample, so there is nothing to show.
Your criteria, line by line
| Criterion | Fit | Checked against |
|---|---|---|
| Niche | Yes | Accounting firms: the firm holds a Tennessee accounting firm permit |
| Geography | Yes | Nashville metro area: Williamson is one of the 14 counties in the sample |
| Size | UNKNOWN | Staff and revenue are not on the permit record |
| Ownership | UNKNOWN | Owner not yet looked up |
| Exclusions | Yes | Not an office of a national chain; one of the 605 firms kept after the 26 chain offices were set aside |
| Note | Not on the permit record | No client note for this sample |
| Overall fit | UNKNOWN | Three lines read yes and three are open |
A line reads yes only when it was checked against the criteria you gave us. UNKNOWN means it was not checked; the call is the place to ask.
The seven seller signals
Confirmed from the public record: 1 of 7. Open, to ask on the call: 6. Owner age and a prior offer are never read from a public record; they are always questions.
| Signal | From the record, or the question to ask |
|---|---|
| 1. Company age 10 years or more | Ask on the call: What year did the company start trading? |
| 2. No outside capital in the last 3 years | Ask on the call: Has the company taken money from an outside investor in the last three years? |
| 3. Founder still on the cap table | Ask on the call: Is the founder still an owner of the company? |
| 4. Recurring revenue 60% or more | Ask on the call: Roughly what share of revenue comes from recurring or contract work? |
| 5. Geography and vertical fit | Yes The firm’s town is in the Nashville metro area and the firm holds an accounting firm permit, against the client’s Nashville metro area and accounting firms |
| 6. Owner aged 55 or more | Ask on the call: Where is the owner in their career, and is retirement on their mind? |
| 7. A prior offer already floated | Ask on the call: Has anyone made an offer for the company or put a value on it before? |
Sources: the Nashville accounting sample, built 2026-11-09; replies: none, because no owner was contacted for this sample.