Priced at less than 2x Cash Flow
• The owner is a CPA
• Clients are serviced remotely
• Given the nature of the client base, the seller prefers a buyer with significant trust and estate knowledge and expertise
• Seller is willing to assist in transition including being on site, if needed
• Approximately 28 individual tax returns with an average fee of $2,213 per return
• Approximately 103 business tax returns with an average fee of $1,964 per return
• Approximately 55 other tax returns with an average fee of $1,319 per return
• Approximately $47,000 in gross revenue from consulting and other fees
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $344,264 (2024)
• Home office