NOT DISCLOSED, Florida
| Asking Price |
$995,000 |
Year Established |
1995 |
|
| Annual Revenue |
$660,000 |
Reason for Selling |
Other Interests |
|
| Annual P/L |
$0 |
Attention |
James Knox |
|
| Annual Cash Flow |
$175,386 |
Listing Number |
1003183 |
|
| # of Employees |
7 |
Business Category |
Services: Financial, Accounting, Insurance |
|
Business Overview:
For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from essential tax management and accounting services to in-depth offerings like reviews, financial statements, and trust and estate planning.
The owner has established a proactive, advisory-focused firm. The team meets regularly with each client—often more frequently than quarterly—to fully engage and build strong relationships that support their long-term goals as business owners and foster the growth of their companies. This accounting firm primarily serves business owners, with the intent to help them operate more efficiently and drive meaningful progress as effectively as possible.
Number of customer tax filings by form:
1040 - 517
1041 - 28
1065 - 53
1120 - 172
5500 - 2
709 - 2
990 - 10
For more information on this business for sale contact listing agent James Knox. Please refer to listing #6401238047.
Property Features and Assets:
<p>Lease/Month: 2000</p><p>Terms & Options: available </p><p>Expiration Date: 12/30/2035<br></p>
Market Competition and Expansion:
<p>Miles: 50 </p><p> Years: 3<br></p>
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