We are pleased to present the sale of this Tax and Accounting firm located in Madison, Wisconsin.

The firm has a long, consistent history spanning over multiple decades, providing services to individuals and businesses across Dane County, Wisconsin. Their equation for success has been to provide this crucial business function at an affordable price with an unparalleled level of service. The results of this success can be best illustrated with the firm’s average client retention rate which is measured not in years, but in decades.

In addition to strong client retention, the business has consistent revenue and Seller Discretionary Earnings (SDE), and employee retention that is as equally rare in a high-turnover industry.

The owner is selling approximately 50% of all client accounts while a close family member retains the other 50% which he personally services. The sale includes the brand name, 50% of all client accounts, the physical location (leased), and staff which is expected to stay onboard after the sale. In addition, the owner is willing to stay on as a part-time employee beyond the standard transition period.

This is an exceptional opportunity for those in Accounting and/or Wealth Investment firms to gain market share via a strategic acquisition. Local buyers are strongly considered to inquire.