Business For Sale

Advanced Tax Preparation & Financial Advising

Chicago, IL
Cook County

Chicago Area

Asking Price: Annual Revenue:
$1,670,000 $1,455,812

Services: Financial, Accounting, Insurance

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RE: Advanced Tax Preparation & Financial Advising Broker: Cortney Sells
Owner Financing is Available!

Quick Facts

Asking Price: $1,670,000
Annual Revenue: $1,455,812
Net Profit: Not Disclosed
Cash Flow: $692,888
Total Debt: Not Disclosed
FF&E: $260,000
Real Estate: Not Disclosed
Year Established: 1997
Employees: 7
BBN Listing #: 955834398
Broker Reference #: PRO045

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Business Overview:

Owner is one of five CPAs and is willing to stay on up to 2 years if desired by Buyer, located in the Chicago area and filing in 28 states, this company maintains great profit margins year after year! The firm offers complete income tax preparation and accounting services as well as comprehensive financial planning and advisory assistance. Over 13,000 annual billable hours from 4 CPAs and 3 bookkeepers contribute to the over $1.4MM in sales in 2017.

Business options include bookkeeping, accounting, payroll, and tax work for small and large companies alike. Clients include S corps, C corps, LLCs, estates, trusts, and nonprofits. Services for individuals include personal tax returns, with over 250 personal returns linked to business customers. Additional offerings include personal financial planning, along with education and advice on investments, estates, and insurance.

Capitalizing on an integrated view of all available services, this firm works to build long-term relationships with individuals and businesses that require a consistent and reliable financial partner. The well-trained and dependable team collaborate to meet the needs of each customer. With many years of combined experience, this group of professionals works nearly 13,000 billable hours annually. Some employees are full-time, while some are part-time, and a few are contracted as needed.

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Market Competition and Expansion:

5,000 square feet: Private offices, open cubes, full kitchen, conference room, reception, data room, with shared fitness center and board room; the building is for sale outside the sale of the business.

Reason for Selling:

Business succession.

Additional Details:

  • The property is owned.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

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