Accounting Firm N973

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Financial Service Businesses for Sale

  • Primary Category: Accounting & Tax Practice Businesses for Sale

 Turn-key practice with knowledgeable staff in place
 Desirable mix of services Independently owned
 Year-round cash flow
 Excellent opportunity for a CPA to own their own firm

This accounting and tax practice has been serving business owners and individuals throughout southeastern Wisconsin for more than 15 years. The firm has multiple revenue streams including comprehensive tax and accounting services, accounting, and bookkeeping. Most of the business is repeat business with existing clients. The firm does very little advertising. There are no client concentration issues.
The ideal buyer is a CPA with 5+ years of experience or another tax or wealth advisor firm looking to scale their business and increase their client base.
Seller is not interested in entertaining a lease; the real estate is to be purchased with the business. Seller is willing to negotiate a reasonable transition period.

Ed Krajcir serves as the Managing Partner at Sunbelt Business Advisors of Wisconsin, with oversight of this listing facilitated by his M&A Advisor, Bob Wood.

Financial Information

  • $400,000 Asking Price
  • $235,707 Cash Flow
  • $480,257 Gross Revenue
  • Negotiable Down Payment

Business Location

  • City: Confidential
  • State: Wisconsin

Reason for Sale

  • Retirement

Detailed information

  • Year Established:
  • Home Based: No
  • Franchise: No
  • Relocatable: Yes
  • Lender Prequalified: No
  • SBA Prequalified: Yes
  • Part-Time Employees: N/A
  • Contractors: N/A
  • Owner Worked Hours/w: N/A
  • Adjusted EBITDA: On request
  • Inventory Included: Yes
  • Inventory Value: On request
  • Monthly Rent: On request
  • Real Estate Available: Yes
  • Real Estate Included: No
  • Real Estate Value: $350,000
  • FF&E Included?: Yes
  • FF&E Value: On request

Training/Support

  • Negotiable

Facilities

  • For Sale

Real Estate Description

  • For Sale
Business Listed by
image of Ed Krajcir
Ed Krajcir
Sunbelt of Milwaukee
Show Phone Number
Listing ID
BROOKWI001-54515

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