Established Tax & Accounting Franchise | Recurring Revenue

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Financial Service Businesses for Sale

  • Primary Category: Accounting & Tax Practice Businesses for Sale

This established tax and accounting franchise offers a trusted brand presence, a loyal recurring client base, and a reputation backed by 5-star Google reviews. Positioned in an active South Florida market, the office benefits from strong year-round demand from individuals and small businesses seeking reliable financial services.

With approximately $120K in annual gross revenue, the business operates with a streamlined structure and consistent recurring clients—100+ tax customers and ongoing bookkeeping accounts. The franchise provides proven systems, standardized service delivery, and brand credibility that supports retention and stability. Current operations run with minimal overhead and no active marketing efforts, allowing a new owner to inherit a clean, manageable, and well-organized service base.

A buyer stepping in gains immediate revenue, established client relationships, and the backing of a recognized franchise, while still having substantial untapped growth potential. With no current marketing initiatives, no outbound sales activity, and a strong foundation already in place, even modest efforts in outreach, digital ads, or expanding bookkeeping services could accelerate performance significantly.

**Request the CBR for detailed financials and operational insights.**

For more info call 757-292-9930.

Financial Information

  • $99,000 Asking Price
  • N/A Cash Flow
  • $120,000 Gross Revenue
  • $99,000 Down Payment
  • N/A Adjusted EBITDA

Business Location

  • City: Pembroke Pines
  • State: Florida

Reason for Sale

  • Owner Relocating

Detailed information

  • Year Established:
  • Home Based: No
  • Franchise: Yes
  • Relocatable: No
  • Lender Prequalified: No
  • SBA Prequalified: No
  • Full-Time Employees: 1
  • Part-Time Employees: N/A
  • Contractors: N/A
  • Owner Worked Hours/w: N/A
  • Inventory Included: No
  • Inventory Value: N/A
  • Real Estate Available: No
  • Real Estate Included: No
  • Real Estate Value: N/A
  • FF&E Included?: Yes
  • FF&E Value: $26,500

Training/Support

  • Seller will provide two weeks of hands-on transition, plus comprehensive onboarding and ongoing support offered by the franchise to ensure a smooth and confident takeover.

Facilities

  • Fully equipped office with all technology, software, furniture, and FF&E needed to operate from day one. Clean, modern workspace designed for efficient client service and ready for immediate transition.

Market Outlook/Competition

  • Situated in a high-demand South Florida corridor where tax, accounting, and bookkeeping services remain essential year-round. Limited boutique competitors combined with a recognized franchise brand and 5-star reputation strengthen positioning.
Business Listed by
image of Yeliv
Yeliv
Sunbelt of Lakeland - Kissimmee
Show Phone Number
Listing ID
KISSIFL001-58112

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