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  • RE:  Profitable Tax And Accounting Services Firm
  • Contact:  Lake Country

Quick Facts

Asking Price: $350,000
Annual Revenue: $300,000
Net Profit: Not Disclosed
Cash Flow: $260,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 936391
Broker Reference #: 2737

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Business Overview:

Exceptionally long-established Accounting & Tax Preparation firm with over 800 clients for sale in Milwaukee County. This is a full year-round revenue producer providing several different accounting services, boasts annual revenue of about $300,000 in the fiscal 2023 year, and owner’s annual earnings of about $250,000.

The Seller is willing to lease the office premises to a new owner if so desired. The industry trend for accounting practices is very good as there is a shortage of quality firms and accountants while the industry has posted upward solid growth. Accounting practices are popular for buyers looking to begin owning a new practice of their own and for those buyers looking to build a larger practice overnight. Presently in the market, there’s a high demand with practices highly sought after this time of the year. 

Seller is willing to reach an acceptable transition agreement with a buyer. He wants to help the buyer to have a smooth transition towards success and so his clients are well taken care of.

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Property Features and Assets:

The Seller owns the office space of about 1,250 sq. feet and will lease to a new business owner if desired. The premises consist of 3 offices, a conference room, a front office area, a storage room, restrooms, and adequate parking. The premises are very well conveniently located on a busy street in Milwaukee County. 

Market Competition and Expansion:

The industry trend for accounting practices is very good as there is a shortage of quality firms and accountants while the industry has posted upward solid growth. Accounting practices are popular for buyers looking to begin owning a new practice of their own and for those buyers looking to build a larger practice overnight. Presently in the market, there’s a high demand with practices highly sought after this time of the year.

Reason for Selling:

Retirement

Additional Details:

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

Documents:

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