A Rare Opportunity: Acquire a Profitable & Established Financial Services Firm
Invest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and payroll company is seeking to retire, presenting a unique chance for a motivated licensed individual or firm to acquire a highly profitable and rapidly growing business.
The Business & Its Strengths
This is a full-service operation built on decades of excellence, ready for its next chapter of success.
Established and Trusted: Boasting 20+ years of service and strong relationships built on decades of trust and good will within the community.
Comprehensive Service Offering: The company handles essential financial needs, including full-service tax preparation for personal and business returns, complete bookkeeping needs, and reliable payroll services for businesses.
Financial Stability & Growth: The company has demonstrated consistent financial health, showing growth year over year in revenue and profitability.
Guaranteed Revenue: A strong foundation of recurring revenues is secured through contractual agreements and secured with a business relationship commitment to excellent client service.
Operational Excellence: The business is well-managed and poised for a smooth transition, currently led by an experienced manager who helps ensure continuity and quality service.
Real-estate opportunity: To top it off, the real estate is available for purchase with business acquisition.
This is a great opportunity for a licensed tax preparer or CPA to act on and I encourage you to reach out to compete the required NDA and learn more.