Business For Sale

Profitable Donation Tracking and Reporting Firm

Not Disclosed, WI
Dane County

Asking Price: Annual Revenue:
$389,000 $400,000

Services: Financial, Accounting, Insurance

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RE: Profitable Donation Tracking and Reporting Firm Broker: Stephanie Cox

Quick Facts

Asking Price: $389,000
Annual Revenue: $400,000
Net Profit: Not Disclosed
Cash Flow: $170,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 453049155
Broker Reference #: 70041-462031

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Business Overview:

The firm processes and tracks donations and manages the compliance reporting requirements for its clients. The business could be run by an individual with accounting, management or legal experience or it could be a great add on business for an accounting or bookkeeping firm. The majority of the work is bookkeeping and the reporting necessary ensure that clients stay in compliance with state and federal regulations. In addition to the owner, there is a permanent staff of three full time employees and a part time staff which varies from 2-25 employees, depending on workload. The revenue and volume of work varies with client needs, but there is a baseline volume of consistent work. The majority of current clients are located in the state of Wisconsin; however, the firm’s services could be expanded nationally. The current owner spends about 30% of time working in this business, often remotely. Most new business comes to the firm through referrals based on their reputation for quality and accuracy. The owner will provide introductions and transition existing client relationships to the new owner.

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Reason for Selling:

Other business interests.

Additional Details:

  • The property is leased.
  • 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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