Seller's Contact Information

  • RE:  Online High-ROI Real Estate Tax Strategy Business
  • Contact:  Jason Godwin
Listing Update!
Update: Online High-ROI Real Estate Tax Strategy Business is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

This highly profitable online business specializes in providing engineered studies for real estate investors and commercial property owners, helping them significantly reduce their tax burden. The business is a leader in its niche, utilizing proprietary software to streamline operations and deliver top-notch service with minimal labor costs. The business has a full-time Executive Director who will stay on with the company after the sale.

Business Highlights:


Established & Scalable: The business has a solid reputation with a strong, loyal client base, and continues to grow year over year.
Proprietary Technology: Leveraging custom software, the business efficiently delivers its services, reducing the need for extensive manual labor and ensuring high customer satisfaction.
Turnkey Operation: All standard operating procedures (SOPs) and processes are meticulously documented and in place, making this a seamless acquisition for the new owner.
Experienced Leadership: The Executive Director, who has been instrumental in the business's growth, manages day-to-day operations and will remain with the company post-sale, providing continuity and expertise to the new owner.
Minimal Owner Involvement: The current owner works very few hours per week, as the Executive Director is fully responsible for running the business, making this an ideal acquisition for a strategic investor, family office, or private equity group seeking low-touch ownership.
No Licensing Required: Unlike many competitors, this business does not require employees to hold CPA or EA certifications, broadening the pool of potential hires and keeping operating costs low.
High Repeat Business: While the service is typically a one-time engagement, many clients return for additional services, contributing to a steady revenue stream.
Robust Lead Generation: The business utilizes a combination of an affiliate sales force and paid traffic strategies to generate a steady flow of qualified leads, ensuring consistent revenue growth.
Growth Potential: This business is poised for further expansion with opportunities to:
Expand Sales Efforts: Introduce a direct outreach sales strategy to actively target and engage new clients and referral partners to drive additional revenue.
Grow the Sales Team: Invest in scaling the affiliate sales force and building an in-house sales team to increase market penetration.
Increase Advertising: Amplify paid traffic efforts and explore new advertising channels to reach a broader audience of real estate investors and commercial property owners.
Diversify Offerings: Develop additional service offerings to complement the current cost segregation studies, further enhancing value to clients and opening up new revenue streams.
Owner Transition & Support: The current Executive Director will remain with the company after the sale, ensuring a smooth transition and continued operational success. The business is fully equipped for a seamless handover, with all processes well-documented.

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

  • The property is owned.
  • The owner is willing to train/assist the new owner.
  • This is a homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Online High-ROI Real Estate Tax Strategy Business has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

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Scottsdale, AZ
Maricopa County

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The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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Cash Flow Not Disclosed
Revenue Not Disclosed
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