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- RE: Profitable, Long-Standing Financial & Accounting
- Contact: Jose Penalver
Quick Facts
Asking Price: | $1,000,000 | |
Annual Revenue: | $1,146,549 | |
Net Profit: | Not Disclosed | |
Cash Flow: | $379,784 | |
Total Debt: | Not Disclosed | |
FF&E: | $78,000 | |
Real Estate: | Not Disclosed | |
Year Established: | 2002 | |
Employees: | 10 | |
BBN Listing #: | 998058 | |
Broker Reference #: | 7101422187 |
Business Overview:
Well-established, bilingual (Spanish/English) Accounting, Financial, and Strategy Solution firm with over two decades of proven performance. Founded by a husband-and-wife team now ready to retire, the company serves a loyal, diversified U.S. client base with balanced revenue streams and has consistently achieved $300K+ SDE in recent years.
Initially launched as a strategy and market research consultancy, it later expanded into tax and accounting divisions. Core services include business growth planning, company valuations, corporate formation support, integrated accounting/payroll, and advanced tax planning. Clients also benefit from a secure online portal for document management and communication.
The owners are committed to a smooth transition and are offering attractive seller financing. The experienced bilingual team is expected to remain, ensuring continuity and growth potential for the new owner. Ideal for firms or professionals seeking a profitable, turnkey operation in South Florida.
 ref # 7101422187.
Contact the Seller:
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Property Features and Assets:
Location: Leased
Type: Office
Monthly Rent: $4,500
Square Units: 1,800 sq ft
Expiration Date: August 30, 2025
Term Options: 3 Years
Reason for Selling:
Retire. Kindly ask the seller for more information.
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
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