This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the current owners are ready to transition this successful operation to new leadership.
The Business at a Glance:
Operating since 2019 under the current ownership, this firm has achieved consistent 8% year-over-year growth while maintaining 42% seller's discretionary earnings on $853K in annual revenue. With two strategically located offices and lease terms secured through 2029, the infrastructure for continued success is firmly in place.
Diversified Service Portfolio:
The firm's comprehensive service offerings create multiple revenue streams and year-round cash flow:
+ Individual and business tax preparation serving clients across multiple Western states
+ Full-service payroll processing and administration
+ CFO-level advisory and consulting services
+ Complete bookkeeping and accounting packages
+ QuickBooks setup, training, and ongoing support
+ Financial planning services
+ Insurance advisory services
Built-In Competitive Advantages:
Unlike seasonal tax-only practices, this firm maintains strong client relationships throughout the year. The business philosophy of "we don't just prepare tax returns and say 'see you next year'" has created exceptional client retention. Ongoing support through CFO services, bookkeeping, and regular financial consultations keeps clients engaged and revenues flowing consistently.
Operational Excellence:
+ 3 full-time employees and 2 contractors are committed to staying post-sale
+ Established systems and processes for seamless transition
+ Drake Software and QuickBooks platforms in place
+ 30-day training period included
+ Owner performing management, tax planning, and CFO services (40+ hours/week)
Ideal Buyer Profile:
Perfect for an accounting professional or firm seeking to expand their client base through acquisition, or an investor looking for a professionally managed financial services business with strong fundamentals and growth potential.
Financial Highlights:
+ Annual Revenue: $852,976
+ SDE: $357,038 (42% margin)
+ Adjusted EBITDA: $292,038
+ Total Rent: $6,323/month for both locations
+ Consistent profitability with 3-year positive trend
Ready to take the next step?
Complete the contact form and click "Send Message" to begin our automated confidential process. You'll immediately receive instructions to e-sign a non-disclosure agreement, after which you'll receive the full confidential business profile with detailed financials. Once you've reviewed that information, contact Lynn Lee to schedule a call to discuss next steps and arrange an virtual meeting with the sellers.
Ad#:2397082
