Bookkeeping, Accounting, and Tax Firm (Seller Financing Avail)

Dane County, WI

Seller Financing Available

Accounting Firm
Asking Price:$215,000
Gross Revenue:$169,240
Established Year:2000
Cash Flow:$81,760
FF&E:$20,000
BUSINESS DESCRIPTION

This well established Bookkeeping, Accounting, and Tax Preparation firm has a rock-solid history serving Madison and Dane County for nearly 25 years. The firm is owner operated with a lean P&L and comes with part-time support staff to provide services to its loyal client base.

Clients of the firm are comprised of small business owners and individuals — demographics that have proven to be loyal and an extremely strong customer referral source. There is no easier way to scale your current firm or launch a practice of your own than acquiring an operating practice — it has clients, systems, and revenue already in place.

To request the Offering Memorandum and financials, please reach out to broker.


DETAILED INFORMATION
Location
Dane County, WI
Inventory
Not Included in asking price
Employees
3
Furnitures, Fixture & Equipment(FF&E)
Included in Asking Price
Facilities
Included in the sale: new computer server, FF&E, website + domain, current client list. Facilities: Leased facility with multiple offices and very favorable, month-to-month terms.
Competition
Dane County, Wisconsin is home to almost 20,000 businesses — a high majority of which fall into the Small Business category. The firm fills an important need in the market for Main Street businesses — most larger accounting firms prefer to work exclusively with businesses with revenues of $1M+, thus providing a solid opportunity to serve smaller businesses as this firm has done for years.
Growth & Expansion
Growth is limited to the capacity and marketing plan a new owner can deploy. For other Accounting, Tax Preparation, and Bookkeeping firms, this is an excellent opportunity to acquire an established client base.
Financing
Seller Financing is available.
Support & Training
The owner is open to a transitionary period to assist with onboarding the new owner(s).
Reason for Selling
Owner is retiring.
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Jason
Huett
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Jason Huett