A highly specialized, U.S.-based accounting and tax advisory firm
Business Description
A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation, and high-value advisory engagements with referral-based revenue opportunities. With operations dating back to 1999, the firm has intentionally maintained a boutique model, prioritizing deep client relationships and personalized service over volume.
About the Business
- Years in Operation
- 26
- Employees
- 4
- Currently Home Based
- Yes
- Facilities & Assets
- No facilities and assets are included
- Market Outlook / Competition
- This business is well-aligned with 2025 market trends—demand for strategic advisory, recurring revenue preference, remote-first operations, and active buyer interest—making it a highly attractive acquisition target in the current environment.
- Opportunities for Growth
- - Expand recurring revenue model
- Accept more clients (currently turned away)
- Build marketing engine beyond referral
- Cross-sell additional advisory or SaaS tools
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- Transition support up to 6 months
Listing Info
- ID
- 2368856
- Listing Views
- 584
Attached DocumentsAttachment Disclaimer
Listing ID: 2368856 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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