PORT SAINT LUCIE, Florida
| Asking Price |
$199,000 |
Year Established |
2024 |
|
| Annual Revenue |
$230,187 |
Reason for Selling |
Other Business Opportunities |
|
| Annual P/L |
$0 |
Attention |
Joshua Sagman |
|
| Annual Cash Flow |
$78,655 |
Listing Number |
994424 |
|
| # of Employees |
10 |
Business Category |
Services: Financial, Accounting, Insurance |
|
Business Overview:
For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round bookkeeping, payroll, and advisory services, ensuring consistent cash flow through all seasons. As a solo unit, it offers lower overhead and simplified operations, ideal for hands-on owner-operators or first-time buyers seeking a strong local presence supported by comprehensive franchise branding, training, and marketing tools.
Property Features and Assets:
Market Competition and Expansion:
<p>The business competes against national tax chains, independent preparers, and DIY platforms like TurboTax, yet differentiates itself by offering in-person, bilingual (English/Spanish) services coupled with year-round support such as bookkeeping, payroll, and advisory services—far beyond mere seasonal filings. By maintaining consistent staffing and fostering personalized client relationships, it avoids the high turnover and transactional experience common among larger providers. This localized, multi-service approach drives deeper client loyalty.<br><br></p>
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity