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Asking Price: $1,475,000

High-Margin Multi-Service Tax Firm

Not Disclosed, Not Disclosed
Not disclosed

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: $199,500

Real Estate Experts: SLC Property Management

Not Disclosed, Not Disclosed
Not disclosed

We are one of the top property management companies in the area. The sale includes modern technology, back-office support including marketing and accounting, comprehensive training, and over 50 revenue streams. This local firm provides management supervision and solutions for our clients’ real estate properties who lack the time and guidance needed for their investments. The owner’s role includes finding and screening new tenants, processing rent payments, providing property inspections, maintenance & repairs, and process evictions when necessary. This is a growing, home based, real estate and property management business. Step into predictable revenue streams of income. Totally recession proof business. Whether the real estate market is hot or not, properties still need to be managed. Rents need to be collected. Bills paid. Roofs fixed. We provide all these profitable services and more. The business has the opportunity for continual and nearly unlimited growth depending on the new owner’s time commitment. This office will be partnered with a well-established and nationally recognized brand with over 400 offices nationwide. No prior real estate experience is needed. Customized property management software and full training included along with ongoing corporate support. Contact Peter for detailed information about this business.

Cash Flow $177,300
Revenue $681,400

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