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


Request More Information
Contact the Seller

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

Email, Print & Share

Request More Information
Contact the Seller


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.

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

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.

Relevant Links:

Request More Information
Contact the Seller



BusinessBroker.net is one of the largest business for sale marketplaces in the world that connects tens-of-thousands of business buyers and sellers every month. Sell a Business Online or if you’re a broker or a commercial agent sign up for a Business Broker Membership today!