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Asking Price: $1,700,000

High-Margin Multi-Service Tax Firm

Not Disclosed, UT
Utah County

Acquire a Profitable Tax & Financial Services Powerhouse with Immediate Cash FlowTurn-Key Acquisition: 8% Growth, Dual Locations, Recession-ResistantTransform 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 includedReady 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.

Cash Flow Not Disclosed
Revenue $852,976

Asking Price: $150,000

Aged to Perfection: Artisan Cheese Producer

Not Disclosed, UT
Summit County

This established cheese producer offers a delightful array of handcrafted dairy products. Known for its artisanal approach, it produces a variety of cheeses.The operation combines traditional methods with modern efficiency, ensuring consistent quality and flavor. It's a place where passion for dairy craftsmanship meets a commitment to high-quality ingredients, resulting in products cherished by a loyal customer base. The business presents a unique opportunity to acquire a thriving, well-regarded enterprise in the specialty food sector.The current owner founded the business in 2018, and opened their current location in mid-2019. Potential GrowthThe current facility has state-of-the-art equipment and could handle double the current production.A key opportunity for growth is to work with national distributors and grocery chains to have the product featured in more locations, and participating in more national food expos to raise additional awareness of the products. Competitive OverviewAs a specialty cheese producer, there is limited local competition. However, there is a rising artisan cheese-making culture taking place in Utah, as more people are looking for locally-produced, less processed foods.FF&E includes the manufacturing equipment, specialized coolers, molds, utensils, general furniture and a refrigerated van. Leasehold improvements are included in the total for FF&E.

Cash Flow $25,364
Revenue $217,942
$ Owner Financing Available

Asking Price: $375,000

Established Niche Retailer w/Government Contract

Not Disclosed, UT
Washington County

Established Niche Retailer with Government Contracts and Value-AdEstablished Niche Retailer with Government Contracts and Value-AdThis well-established specialty retailer provides essential items to service industries, including public safety and healthcare. The business offers both direct-to-consumer and contract-based sales and has integrated value-added services like in-house customization that help create strong client loyalty and recurring demand.This is a rare opportunity to acquire a low-overhead, high-retention business in an essential services category. With minimal owner involvement and stable recurring revenue, it's a compelling fit for both hands-on operators and strategic buyers.Operating for nearly three decades, the company has evolved from a single-product focus into a diversified retail and contract business. Under current ownership, the business has expanded its offerings, improved internal operations, and invested in equipment and inventory systems that enable responsive service and higher margins. Potential GrowthThe business has clear paths for growth, including expanding into nearby markets, reactivating past accounts, and increasing institutional sales. A new owner who is actively involved or adds a dedicated sales role could unlock untapped potential. Additional opportunities exist in marketing, outreach, and developing an e-commerce presence. Competitive OverviewLocal competition is minimal and largely limited to big-box retailers with limited selection and no customization capabilities. Long-standing customer relationships, recurring government contracts, and in-house services provide strong insulation against new entrants and pricing pressure.

Cash Flow $101,999
Revenue $664,192

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