Well-established and highly profitable accounting and tax practice with a strong, referral-driven client base. This firm generates approximately $1.7M in annual revenue with ~$580K in Seller’s Discretionary Earnings, supported by a high client retention rate.
The business offers a balanced mix of tax preparation and bookkeeping, creating both seasonal spikes and consistent year-round revenue. Operations are supported by an experienced team handling day-to-day work, allowing for a smooth transition and scalability under new ownership.
Growth has been driven almost entirely by word-of-mouth, leaving significant upside through marketing, expanded services, and pricing optimization. Clean financials, established systems, and a stable lease in place.
Seller is retiring and willing to provide transition support up to multiple years if needed.
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Well-established and highly profitable accounting and tax practice with a strong, referral-driven client base. This firm generates approximately $1.7M in annual revenue with ~$580K in Seller’s Discretionary Earnings, supported by a high client retention rate.
The business offers a balanced mix of tax preparation and bookkeeping, creating both seasonal spikes and consistent year-round revenue. Operations are supported by an experienced team handling day-to-day work, allowing for a smooth transition and scalability under new ownership.
Growth has been driven almost entirely by word-of-mouth, leaving significant upside through marketing, expanded services, and pricing optimization. Clean financials, established systems, and a stable lease in place.
Seller is retiring and willing to provide transition support up to multiple years if needed.
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FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.
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