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Tax Practice and Insurance Agency! Profitable * Proven * Turnkey!

Tampa, FL (Hillsborough County)

Seller Financing Available
Tax Practice and Insurance
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Asking Price: $595,000

Cash Flow: $244,106

Gross Revenue: $519,000


FF&E: $5,000

Inventory: N/A

Established: 2014

Tax Practice and Insurance Agency! Profitable * Proven * Turnkey!

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Business Description

Seize this day!! A truly unique opportunity to own two established businesses, a tax practice (with two locations) and a personal lines insurance agency - all profitable, proven and with significant growth potential . Businesses have been profitable year-over-year, and tracking for double digit growth again this year.

Well managed franchise tax practices, with three protected territories (one in Tampa FL and two in St. Petersburg FL). For reference, a brand new territory would be valued at $40K alone, not including office or client base...don't miss the value in this listing!

With two locations - one in St. Petersburg (FL), same location since 2014, and the other in Tampa, currently seeking new office in same territory retaining full client list. The St. Pete location also serves as an insurance agency, primarily personal lines.

St. Pete tax practice is recognized as one of the top 40 in the nation, based on revenue, for the franchise.

With seasonality of tax business, number of employees can range from 3 to 6.

Franchise charges a transfer fee of $5K per territory, to be paid by buyer.

Detailed Information

Tampa, FL
4 to 6
Furniture, Fixtures, & Equipment (FF&E):
Included in asking price
Leased space. FF&E included in asking price.
Established territories and client list. Proven franchise system, trained staff. Competition consists of other local tax and insurance service providers.
Growth & Expansion:
Considerable opportunities for growth and expansion, including expanding insurance segment to include additional lines of insurance products and services.
Support & Training:
Owner will provide up to 30 days of support and training to assure a smooth transition.
Reason for Selling:
Other ventures
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Contact the Seller

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Jeff Hanneken

Business Listed By:
Jeff Hanneken

Arnold & Arnold

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Sponsoring Broker:
Edward Arnold

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