High-Margin Multi-Service Tax Firm

Business Overview:

Acquire a Profitable Tax & Financial Services Powerhouse with Immediate Cash Flow

Turn-Key Acquisition: 8% Growth, Dual Locations, Recession-Resistant

Transform your investment into immediate returns with this established financial services firm generating consistent cash flow across two strategic Utah markets.

This confidential opportunity represents a rare chance to acquire a thriving, multi-location financial services operation with proven profitability and exceptional growth momentum. This premium business combines the stability of tax preparation with the recurring revenue of comprehensive financial services, delivering an 8% annual growth trajectory over three consecutive years.

Strategic Market Position & Revenue Diversification: Operating from two prime locations in Utah, this firm has built an enviable market position serving individual and business clients across multiple Western states. The business generates revenue through multiple high-margin service lines including individual and business tax preparation, payroll processing, comprehensive accounting and bookkeeping packages, QuickBooks consulting, financial planning, and insurance services. This diversified revenue model creates natural recession resistance and reduces seasonal volatility common in tax-only practices.

Competitive Differentiation & Client Loyalty: What sets this firm apart is its comprehensive service ecosystem that extends far beyond traditional tax preparation. Clients benefit from CFO-level advisory services, integrated payroll solutions, ongoing bookkeeping support, and insurance guidance—creating deep, sticky relationships that drive exceptional client retention. The firm's decades-long reputation has cultivated a loyal client base that provides predictable, recurring revenue with minimal acquisition costs.

Operational Excellence & Scalability: The business operates on a lean, proven model with established systems designed for seamless ownership transition. Key team members are committed to staying post-acquisition, ensuring continuity of service and relationships. The current owner has systematically built scalable processes across general management, client relations, and strategic planning functions, positioning the new owner for immediate operational success.

Immediate Growth Opportunities: The new owner inherits a platform primed for expansion with multiple identified growth vectors: direct marketing campaigns to local small businesses, enhanced digital marketing initiatives, expanded financial planning and insurance offerings, and additional bookkeeping or consulting services. These opportunities leverage existing client relationships and operational infrastructure for accelerated returns on investment.

Investment Highlights:

- Immediate Cash Flow: Step into profitable operations from day one

- Proven Growth: 8% annual growth trend demonstrates market demand and operational effectiveness

- Geographic Diversification: Two established locations with multi-state client base

- High-Margin Services: Comprehensive service mix maximizes profitability per client

- Recession-Resistant: Essential financial services create stable demand cycles

- Turnkey Operation: Experienced team, established systems, and loyal client base included

Ready for Your Vision: With full licensing, regulatory compliance, manageable working capital requirements, and a retiring owner committed to smooth transition, this confidential opportunity offers the ideal platform for an investor or operator seeking immediate profitability with significant expansion potential.

Secure this exclusive financial services acquisition opportunity today. Contact us immediately to sign a confidentiality agreement, review detailed financials, and discover how this established firm can become your pathway to immediate cash flow and sustainable growth in the thriving financial services sector. For additional information, please contact listing Brokers Mike & Lynn Lee. >>

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:

This is a leased multi-location of 2,000 square feet with a Total monthly rent of $6,323. Lease ends 12/2029. Seller is active with 3 FT employees and 2 Independent Contractors. Hours of operation are 8 AM - 5 PM, M-F. $80,812 in FF&E included in the asking price. $6,404 made in leasehold improvements. 

Reason for Selling:

Retirement and pursuing new ventures. Kindly ask the seller for more information.

Additional Details:

Documents:

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