1.1.6.2Vertical

Estate & Gift Tax Planning

Advisors helping high-net-worth individuals minimize estate and gift taxes.

Market snapshot

These figures describe Tax Advisory & Planning (1.1.6), the segment that Estate & Gift Tax Planning sits within — not Estate & Gift Tax Planning on its own.

FragmentationFragmentedEstimate

No discrete Census NAICS code — advisory and planning are embedded in CPA offices (541211) and tax-prep firms (541213) and are not separately sized by the Census Bureau.

Business model & economics

Revenue model

Premium advisory fees — retainers plus transaction and project work

Key economics

Recurring revenue
Moderate

relationships recur; specific projects are episodic

EBITDA margin
25–35%
Capex intensity
Low

Characteristics

  • Higher margin and faster growth than compliance — the prize in firm acquisitions.
  • Specialty credits (R&D, energy/IRA) are a fast-expanding sub-niche.
  • International and transaction complexity sustains premium demand.

M&A deal context

Deal activityHigh

Who’s acquiring

  • PE-backed accounting platforms
  • National & super-regional firms
  • Specialty tax-credit boutiques' acquirers

What’s driving deals

  • Advisory is the core of the private-equity thesis for buying accounting firms.
  • Shift in firm mix away from commodity compliance toward advisory.
  • Specialty-credit and international demand outpacing the broader market.

Find Estate & Gift Tax Planning acquisition targets

Search Acquisera’s index for companies classified under Estate & Gift Tax Planning (1.1.6.2) and build a targeted deal pipeline.

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