Profitable Licensed Professional Tax / Firm
Not Disclosed, OR Not Disclosed
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- RE: Profitable Licensed Professional Tax / Firm
- Contact: Rob Radanovich
Quick Facts
| Asking Price: | $799,000 | |
| Annual Revenue: | $685,611 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $312,919 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $21,192 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2005 | |
| Employees: | 5 | |
| BBN Listing #: | 999962 | |
| Broker Reference #: | 61523-191270 |
Business Overview:
A Rare Opportunity: Acquire a Profitable & Established Financial Services Firm
Invest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and payroll company is seeking to retire, presenting a unique chance for a motivated licensed individual or firm to acquire a highly profitable and rapidly growing business.
The Business & Its Strengths
This is a full-service operation built on decades of excellence, ready for its next chapter of success.
- Established and Trusted: Boasting 20+ years of service and strong relationships built on decades of trust and good will within the community.
- Comprehensive Service Offering: The company handles essential financial needs, including full-service tax preparation for personal and business returns, complete bookkeeping needs, and reliable payroll services for businesses.
- Financial Stability & Growth: The company has demonstrated consistent financial health, showing growth year over year in revenue and profitability.
- Guaranteed Revenue: A strong foundation of recurring revenues is secured through contractual agreements and secured with a business relationship commitment to excellent client service.
- Operational Excellence: The business is well-managed and poised for a smooth transition, currently led by an experienced manager who helps ensure continuity and quality service.
- Real-estate opportunity: To top it off, the real estate is available for purchase with business acquisition.
This is a great opportunity for a licensed tax preparer or CPA to act on and I encourage you to reach out to compete the required NDA and learn more.
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.
Reason for Selling:
Retirement. Kindly ask the seller for more information.
Additional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Relevant Links:
- View more Oregon businesses for sale
- View more Businesses For Sale in the same industry
- Sell a business online
- Find a business broker
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