Mult Tax & Financial Services Franchise
Port Saint Lucie, FL Saint Lucie County
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- RE: Mult Tax & Financial Services Franchise
- Contact: Joshua Sagman
Quick Facts
| Asking Price: | $978,380 | |
| Annual Revenue: | $728,380 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $227,352 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $50,000 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2022 | |
| Employees: | 10 | |
| BBN Listing #: | 994419 | |
| Broker Reference #: | 1282-000118 |
Business Overview:
This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services industry.
The offering includes two company-owned storefronts, both located in high-traffic retail centers with strong visibility and consistent traffic. In addition to direct service revenue from these well-established locations, the buyer will assume control of royalty streams from four additional franchised units operated by independent owners within the exclusive protected territory.
As part of the deal, the new owner will also hold territorial rights to open and sell up to four more locations, providing immediate expansion potential and the ability to generate upfront franchise fees and ongoing royalties from future franchisees. >>
Contact the Seller:
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Market Competition and Expansion:
The business competes against national tax chains, independent preparers, and DIY platforms like TurboTax, yet differentiates itself by offering in-person, bilingual (English/Spanish) services coupled with year-round support such as bookkeeping, payroll, and advisory services—far beyond mere seasonal filings. By maintaining consistent staffing and fostering personalized client relationships, it avoids the high turnover and transactional experience common among larger providers. This localized, multi-service approach drives deeper client loyalty.
Reason for Selling:
Other Business Opportunities. 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 a franchise resale opportunity
Relevant Links:
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