Let's talk.
Whether it is from fates long arm or a successful and well-planned business exit, we know that someday you will part with your business. We want to help you make your dreams come true.
$1,750,000
$707,000
$1,400,000
$587,000
$10,000
N/A
$2,107 per month
1992
This high-growth tax firm has experienced an annual growth rate of 19% over the past three years. With seller discretionary cash flow at 54%, and EBITDA at 42%, the practice is performing exceptionally well. Utilizing cloud-based technology and technical staff to deliver services virtually, the firm maintains a traditional real estate feel for clients who require more time to adapt to new technology. The majority of revenue is generated from tax compliance, with lucrative average tax return pricing. Located in a rapidly growing area within the Phoenix, Arizona MSA, the principal is requesting $1,750,000 based on $1,400,000 of anticipated revenue for this year. Operating from leased space on a month-to-month basis, the firm offers a unique opportunity for those seeking semi-virtual or completely virtual operations. The principal intends to retire but is prepared to remain for up to a year to assist with tax return review and ensure a smooth transition. There may be an opportunity to retain the principal in a part-time role in future years.
Phoenix, Arizona
Leased
1,000
May of 2025
4
All furniture, fixtures and Equipment will transfer with the sale if the buyer desires.
The current facilities are small (approximately 1,000 square feet) but adequate to house the employees needed to complete this work. They are strategically located centrally within a master planned community along a walkable main street area.
This community is growing rapidly, and currently underserved with no retail tax preparation offices within a 10 mile radius setting up a natural growth environment.
There is plenty of cash flow to service an SBA loan and the principal is willing to consider seller financing up to 20% for qualified buyers.
The seller will provide 80 hours of familiarization to the new buyer free of charge.
The sellers would like to start checking down for retirement. They would like to work less, and spend more time traveling and visiting their children and grandchildren.
"*" indicates required fields
