ESTABLISHED ACCOUNTING & TAX PRACTICE - FORT MYERS, FL
This profitable accounting and tax practice presents an excellent acquisition opportunity for practitioners looking to expand their client base or enter the Southwest Florida market. Established in 2017, the firm has built a solid foundation with consistent revenue and strong client relationships.
FINANCIAL PERFORMANCE:
- Annual Revenue: $275,000
- Cash Flow (SDE): $100,000
- EBITDA: $100,000
- Asking Price: $275,000 (1.0x revenue multiple)
- Current operation as absentee-owned business
OPERATIONAL DETAILS:
- Location: Fort Myers, FL (Lee County)
- 1,050 sq ft leased space at $1,350/month
- Lease term through August 2025
- 2 dedicated employees
- Mixed service offering: accounting and tax preparation
- Client base built entirely through referrals
GROWTH OPPORTUNITIES:
- Significant potential to increase profitability with owner-operator involvement
- Current fee structure below market rates with room for optimization
- No active marketing currently employed - untapped potential
- Fast-growing Southwest Florida market provides expansion opportunities
- Established client relationships provide stable foundation for growth
TRANSITION SUPPORT:
- Seller committed to providing support through initial tax season
- Existing staff willing to remain during transition period
- Smooth handover process for client relationships
This turnkey opportunity offers immediate cash flow with substantial upside potential through active management, fee optimization, and strategic marketing initiatives. The practice serves the growing Fort Myers market with an established reputation and loyal client base.
Ideal for:
- Existing practitioners seeking to expand
- New market entrants
- Investors seeking stable cash flow with growth potential
Seller retiring after building successful practice over 7+ years.
Ad#:2391591
