CPA and Tax Prep in Chicagoland

Chicago, IL


Asking Price: Annual Revenue:
$1,700,000 $1,591,576

Services: Financial, Accounting, Insurance


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RE: CPA and Tax Prep in Chicagoland Broker: Cortney Sells
Owner Financing is Available!
Purchase Price: $1,700,000 80% Down Payment: $1,360,000 10% Seller Carry: $170,000 10% Seller Equity: $170,000 (if desired by buyer)

Quick Facts

Asking Price: $1,700,000
Annual Revenue: $1,591,576
Net Profit: Not Disclosed
Cash Flow: $546,594
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1997
Employees: 7
BBN Listing #: 961034398
Broker Reference #: PRO045

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Business Overview:

The owner is one of five CPAs and is willing to stay on up to 2-5 years if desired by the buyer. Located in the Chicago area and with tax return filings in 28 states, this company maintains great profit margins year after year! The firm offers complete income tax preparation and accounting services as well as comprehensive financial planning and advisory assistance. Over 13,000 annual billable hours from 4 CPAs and 3 bookkeepers contribute to the over $1.4MM in sales in 2018.

Business options include bookkeeping, accounting, payroll, and tax work for small and large companies alike. Clients include S corps, C corps, LLCs, estates, trusts, and nonprofits. Services for individuals include personal tax returns, with over 250 personal returns linked to business customers. Additional offerings include personal financial planning education and advice on investments, retirement and estate and trusts. In addition to tax compliance, advisory services offered include tax planning avoidance, reduction, deferral and transfer techniques, CPA taxpayer representation before the IRS, assembly of business books and records in compliance with tax regulations and state laws, business formation, acquisition, sale and liquidation, business valuation, banking and loan covenant compliance, QuickBooks desktop and QBO reconciliation, and litigation support/expert witness reports.

Capitalizing on an integrated view of all available services, this firm works to build long-term relationships with individuals and businesses that require a consistent and reliable financial partner. The well-trained and dependable team collaborate to meet the needs of each customer. With many years of combined experience, this group of professionals works nearly 13,000 billable hours annually. Some employees are full-time, while some are part-time, and a few are contracted as needed.

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Property Features and Assets:

Equipment: $260,000: Furniture, fixtures, computers, office equipment *amounts may vary. Intangible Assets: Objective and knowledgeable team, many years of combined experience in the field, respected name in the industry.

Reason for Selling:

Business succession.

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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