Multi-Unit Tax & Financial Services Franchise – Regional Rights

Asking Price$978,380

Cash Flow
$227,352
(Seller's Discretionary Earnings)
EBITDANot Disclosed

Gross Revenue$728,380

Inventory$20,000
Included in asking price
FF&E$50,000
Included in asking price
Real EstateNot Disclosed

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Multi-Unit Tax & Financial Services Franchise – Regional Rights


Asking Price$978,380

Cash Flow
$227,352
(Seller's Discretionary Earnings)
EBITDANot Disclosed

Gross Revenue$728,380

Inventory$20,000
Included in asking price
FF&E$50,000
Included in asking price
Real EstateNot Disclosed

Business Description
This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services industry.

The offering includes two company-owned storefronts, both located in high-traffic retail centers with strong visibility and consistent traffic. In addition to direct service revenue from these well-established locations, the buyer will assume control of royalty streams from four additional franchised units operated by independent owners within the exclusive protected territory.

As part of the deal, the new owner will also hold territorial rights to open and sell up to four more locations, providing immediate expansion potential and the ability to generate upfront franchise fees and ongoing royalties from future franchisees.
About the Business
Years in Operation
3
Employees
10
Market Outlook / Competition
The business competes against national tax chains, independent preparers, and DIY platforms like TurboTax, yet differentiates itself by offering in-person, bilingual (English/Spanish) services coupled with year-round support such as bookkeeping, payroll, and advisory services—far beyond mere seasonal filings. By maintaining consistent staffing and fostering personalized client relationships, it avoids the high turnover and transactional experience common among larger providers. This localized, multi-service approach drives deeper client loyalty.
Opportunities for Growth
By focusing off season marketing on bookkeeping, payroll, and advisory services, the business can attract consistent leads year-round. Enhancing digital outreach—local SEO, directory management, client reviews, and online scheduling—boosts visibility and convenience. Delegating day-to-day operations to trained staff or a manager creates scalability and frees the owner for strategic growth or hands-off leadership.
About the Sale
Seller Motivation
Other Business Opportunities
Transition Support
Seller will train at no cost for 30 business days following the closing.
Listing Info
ID
2387900
Listing Views
274

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Business Listed by: J.R. DesAmours Business Exit Advisors

Listing ID: 2387900 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.