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  • RE:  Profitable, Long-Standing Financial & Accounting
  • Contact:  Jose Penalver
Owner Financing is Available!
Owner Amount: $400,000Interest: 8%Term: 60 MonthsMonthly Pay: $8,110

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

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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:

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

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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