Profitable Licensed Professional Tax / Business Service Co.

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.

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