Listing Number: 61523-191270
Description
A Rare Opportunity: Acquire a Profitable & Established Financial Services Firm
Invest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and payroll company is seeking to retire, presenting a unique chance for a motivated licensed individual or firm to acquire a highly profitable and rapidly growing business.
The Business & Its Strengths
This is a full-service operation built on decades of excellence, ready for its next chapter of success.
- Established and Trusted: Boasting 20+ years of service and strong relationships built on decades of trust and good will within the community.
- Comprehensive Service Offering: The company handles essential financial needs, including full-service tax preparation for personal and business returns, complete bookkeeping needs, and reliable payroll services for businesses.
- Financial Stability & Growth: The company has demonstrated consistent financial health, showing growth year over year in revenue and profitability.
- Guaranteed Revenue: A strong foundation of recurring revenues is secured through contractual agreements and secured with a business relationship commitment to excellent client service.
- Operational Excellence: The business is well-managed and poised for a smooth transition, currently led by an experienced manager who helps ensure continuity and quality service.
- Real-estate opportunity: To top it off, the real estate is available for purchase with business acquisition.
This is a great opportunity for a licensed tax preparer or CPA to act on and I encourage you to reach out to compete the required NDA and learn more.
Listing Details
- Price: $799,000
- Down Payment: $799,900
- Sellers Discretionary Earnings: $312,919
- Total Sales: $685,611
- Location: Oregon
- Inventory: $0
- FF&E: $21,192
- Employees: 5
- Year Established: 2005
- Reason for Selling: Retirement
- Category: Accounting,Start Up Businesses,Business Services
Contact Agent:

- Rob Radanovich
- Phone: (541) 920-9026
- Email: rradanovich@tworld.com
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