Tax, Accounting, and Investment Advisory Firm

Not Disclosed, MN

Asking Price: Annual Revenue:
$2,985,000 $1,735,693

Services: Financial, Accounting, Insurance

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RE: Tax, Accounting, and Investment Advisory Firm Broker: Paul Ripon

Quick Facts

Asking Price: $2,985,000
Annual Revenue: $1,735,693
Net Profit: Not Disclosed
Cash Flow: $588,001
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: 12
BBN Listing #: 457250297
Broker Reference #: 17441-557448

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Business Overview:

A well-managed Tax, Accounting and Investment Advisory firm is available for acquisition.

The firm is led and managed by two highly knowledgeable and tenured professionals, and they are looking to retire. A well-balanced team of professionals provides a comprehensive list of tax planning, tax filing, accounting services, clients’ systems oversight, HR and benefits administration, wealth creation and advisory services, retirement and legacy planning, and complementary services. The firm enjoys a year-round recurring revenue stream augmented by a stellar reputation for building long-term customer relationships.

In the last three fiscal years, the firm experienced phenomenal growth. Revenue growth was greater than 20% and EBITDA grew over 20%, indicating strong operation effectiveness at play. Overall, the firm is enjoying sound financial and operational health.

The firm offers complimentary financial services that are not offered by other firms in the area.

Clients appreciate the efficiencies in reviewing their financial goals along with their tax returns.

Investment strategies are crafted to reduce taxable income for individuals and businesses.

Clients enjoy the “one team - multiple services” approach regarding their financial information submission.

The firm is organized in a fashion that is ideal for small businesses who are looking for high-quality, comprehensive slate of services at a lower-tier service fees.

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Reason for Selling:


Additional Details:

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

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