$1,270,000
$541,000
$800,000
N/A
N/A
N/A
$812/month
2002
This accounting and tax firm has made the metamorphous to a modern virtual accounting firm. Two traditional practices located in Chicago and Phoenix have been converted over time to a paperless, modern firm with virtual operations. While there is a small real estate footprint in Chandler, Arizona (month to month lease), the firm operates virtually and efficiently. The principal works just 3 days a week during tax season and deploys offshore labor for the bookkeeping revenue. The firm has roughly 15% tax, 39% accounting, 37% advisory with the balance made up in tax planning and tax controversy. The firm achieved a 72% cash flow margin in 2025 and the firm is poised to do even better in 2026. The principal is forecasting $850,000 in collections for 2026. These cash flow margins, a virtual operation, an offshore team, and balanced revenues makes this one of the most attractive and flexible opportunities this year.
Chandler, AZ - Virtual
N/A
200 square feet
Month to Month
1 plus offshore labor
All tangible assets will transfer with the sale.
The high rent offices located in Arizona and Illinois have been eliminated and consolidated into a two hundred square-foot office footprint in Chandler, Arizona. During tax season the office is open 3 days a week and only 1 day a week off season. The office feels more like a lounge than an office and the principal is rarely in the office. The principal is mostly working from her home office or from her various travel points while pursuing other entrepreneurial opportunities. The office has access to a conference room, and has common area bathrooms, a kitchen, a waiting area, and security. The principal upgraded the office furniture over the last two years. The office used neutral colors, and it is aesthetically pleasing.
The principal has chosen growth by acquisition. She has tried to focus her time on efficiencies rather than growth. There is plenty of growth opportunities within the accounting and tax space if one desires a growing firm.
We believe this to be acceptable to SBA as there is plenty of cash flow to service the debt. The seller will hold back 30% of the purchase price subject to retentive tendencies of the firm after sale. This means that a buyer has downside protection of around $380,000 against clients leaving or falling revenue.
The seller will provide a negotiated amount of familiarization and would like to leave after the sale to pursue her newest entrepreneurial adventure. The principal will need to be replaced with a credentialed individual who can complete taxes and probe for advisory opportunity.
The seller is serial entrepreneur. She has been a controller, a lawyer an accountant, a restaurant owner and chef. She has also written a book. The principal is just ready to begin her newest adventure and it will require selling off the existing business.
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