Well-established, bilingual (Spanish/English) Accounting, Financial, and Strategy Solution firm with over two decades of proven performance. Founded by a husband-and-wife team now ready to retire, the company serves a loyal, diversified U.S. client base with balanced revenue streams and has consistently achieved $300K+ SDE in recent years.
Initially launched as a strategy and market research consultancy, it later expanded into tax and accounting divisions. Core services include business growth planning, company valuations, corporate formation support, integrated accounting/payroll, and advanced tax planning. Clients also benefit from a secure online portal for document management and communication.
The owners are committed to a smooth transition and are offering attractive seller financing. The experienced bilingual team is expected to remain, ensuring continuity and growth potential for the new owner. Ideal for firms or professionals seeking a profitable, turnkey operation in South Florida.
Direct all inquiries to Jose Penalver for ref # 7101422187.