Integrated Tax & Insurance Practice



This is a rare opportunity to acquire an established Integrated Tax & Insurance Practice featuring multiple office locations, a large and loyal recurring client base, and diversified revenue generated through complementary tax and independent insurance services. Generating approximately $2.04 million in annual revenue with Seller's Discretionary Earnings (SDE) of approximately $410,000, the practice has been built on long-standing client relationships and multiple annual client touchpoints that foster exceptional client retention.

Supported by an experienced team that has significantly reduced the owner's day-to-day operational involvement, the business offers a stable, highly transferable operating platform that should facilitate a smooth ownership transition. In addition to its proven financial performance, a more engaged full-time owner-operator may identify meaningful opportunities to enhance profitability through revenue growth, operating efficiencies, or a combination of both. This unique opportunity is ideally suited for entrepreneurs seeking an established, profitable business, as well as accounting firms, insurance agencies, wealth management firms, and other strategic buyers looking to expand their client base, recurring revenue, and service offerings.