High Margin Property Tax Consulting Over 10 years SBA Eligible
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Profitable Property Tax Consulting Firm - Happy Valley, Oregon
This well-established property tax consulting practice has operated successfully since 2011, generating consistent $225,000 in seller's discretionary earnings. The firm serves the expanding Oregon and Washington markets with strong government relationships and minimal local competition.
Key Business Strengths:
- Consistent $225K annual SDE with 13+ years of proven performance
- High-margin consulting services with excellent success rates
- Established residential client base with growing commercial portfolio
- Strong relationships with local county boards and government officials
- Streamlined appeal processes and documented methodologies
- SBA financing available
Service Portfolio:
The business focuses primarily on residential property tax appeals while steadily expanding its commercial market presence. Services utilize proven valuation methodologies and benefit from excellent relationships with local decision makers, resulting in high contingency win rates.
Expansion Potential:
Multiple growth avenues include cost segregation services, pre-construction tax projections, HOA consultation for historic preservation programs, and comprehensive real estate portfolio reviews. The commercial sector offers particularly attractive margins and growth potential.
Market Position:
Operating in a growing regional market with few direct competitors, the firm has cultivated valuable relationships with local boards and government entities. This positioning provides competitive advantages and barriers to entry for potential competitors.
Owner Support:
Comprehensive transition package includes training on valuation methodologies, client onboarding procedures, and personal introductions to key government decision makers. The seller provides full support to ensure smooth ownership transfer.
This opportunity suits either an owner-operator seeking an established practice or an existing firm wanting to expand service offerings and market reach. All systems, processes, and relationships are established and ready for new ownership.
Investment Details:
Asking Price: $600,000
Seller's Discretionary Earnings: $225,000
Preferred Financing: SBA
Reason for Sale: Owner retirement
This well-established property tax consulting practice has operated successfully since 2011, generating consistent $225,000 in seller's discretionary earnings. The firm serves the expanding Oregon and Washington markets with strong government relationships and minimal local competition.
Key Business Strengths:
- Consistent $225K annual SDE with 13+ years of proven performance
- High-margin consulting services with excellent success rates
- Established residential client base with growing commercial portfolio
- Strong relationships with local county boards and government officials
- Streamlined appeal processes and documented methodologies
- SBA financing available
Service Portfolio:
The business focuses primarily on residential property tax appeals while steadily expanding its commercial market presence. Services utilize proven valuation methodologies and benefit from excellent relationships with local decision makers, resulting in high contingency win rates.
Expansion Potential:
Multiple growth avenues include cost segregation services, pre-construction tax projections, HOA consultation for historic preservation programs, and comprehensive real estate portfolio reviews. The commercial sector offers particularly attractive margins and growth potential.
Market Position:
Operating in a growing regional market with few direct competitors, the firm has cultivated valuable relationships with local boards and government entities. This positioning provides competitive advantages and barriers to entry for potential competitors.
Owner Support:
Comprehensive transition package includes training on valuation methodologies, client onboarding procedures, and personal introductions to key government decision makers. The seller provides full support to ensure smooth ownership transfer.
This opportunity suits either an owner-operator seeking an established practice or an existing firm wanting to expand service offerings and market reach. All systems, processes, and relationships are established and ready for new ownership.
Investment Details:
Asking Price: $600,000
Seller's Discretionary Earnings: $225,000
Preferred Financing: SBA
Reason for Sale: Owner retirement
About the Business
- Years in Operation
- 15
- Employees
- All work is currently being done by 1099 contractors
- Market Outlook / Competition
- The Oregon & Washington market area is growing and we have excellent relations with the local boards and government officials. There are few companies considered competition in the market area.
- Opportunities for Growth
- Our emphasis has been on residential but we have been acquiring a larger commercial market share. Growth possibilities consist of cost segregation services, pre-construction tax projections, HOA consultation for historic preservation programs, real estate portfolio reviews, etc.
About the Sale
- Seller Motivation
- Age
- Transition Support
- I offer full transition support. Including comprehensive training, valuation methodologies, client onboarding and introductions to local decision makers at the various government entities that would be involved in the business.
- Financing Options
- SBA preferred.
Listing Info
- ID
- 2557784
- Listing Views
- 18
Business Location
Listing ID: 2557784 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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