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Metro Tax Firm w/Real Estate – Over $1.6 Million in Revenue. 54392
Financial Service Businesses for Sale
- Primary Industry: Accounting & Tax Practices
Well established tax firm for sale with over 500K owner cash flow. The firm has a hybrid employee model and serves around 90% of its clients remotely.
As of October 2023, the firm has generated over $1.6 Million in revenue from a range of client services; 3,942 individual tax returns accounted for $1.3 Million of revenue (79%), 300 business and estate returns earned of $252K of revenue (15%), payroll commissions and miscellaneous revenue totaled $91K of revenue (6%).
The Sellers are prepared to assist a Buyer as needed for a smooth transition. Sellers own the building where the business is currently located and are open to either selling or leasing to a Buyer.
The ideal buyer is a CPA or EA with 5 or more years of experience working in a management or ownership role or another tax or wealth advisor firm looking to scale their business and increase their client base.
Sunbelt Listing ID: 54392
Financial Information
- $2,200,000 Asking Price
- $500,484 Cash Flow
- $1,676,165 Gross Revenue
- N/A Down Payment
Business Location
- City: Confidential
- State: Minnesota
Reason for Sale
- Seeking Merger/Life Change
Detailed information
- Year Established: 2004
- Home Based: No
- Franchise: No
- Relocatable: Yes
- Lender Prequalified: No
- SBA Prequalified: No
- Full-Time Employees: 9
- Part-Time Employees: 3
- Contractors: N/A
- Owner Worked Hours/w: N/A
- Inventory Included: No
- Monthly Rent: $5,400
- Real Estate Available: Yes
- Real Estate Included: No
- Real Estate Value: $1,000,000
- Building Size: 3710
- FF&E Included?: No
Business Listed by
Sunbelt Business Advisors
Sunbelt of MinneapolisContact Business Broker
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