A highly specialized, U.S.-based accounting and tax advisory firm

Asking PriceNot Disclosed

Cash Flow
Not Disclosed

EBITDA$2,068,509

Gross RevenueNot Disclosed

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

listing imageSave

A highly specialized, U.S.-based accounting and tax advisory firm


Asking PriceNot Disclosed

Cash Flow
Not Disclosed

EBITDA$2,068,509

Gross RevenueNot Disclosed

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

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

Project_Decimal_Teaser.pdf


Contact Seller

By clicking the button, you agree to BizQuest's Terms of Use and Privacy Notice.

Business Listed by: David Chua Meridian Group Co.

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.