"Outside the Box" Tax & Accounting Firm
| Asking Price: | $748,000 |
| Gross Revenue: | $1,538,574 |
| EBITDA: | $194,829 |
| Established Year: | 2013 |
| Cash Flow: | $340,157 |
| Rent: | $8,200/Month |
| FF&E: | $15,000 |
Our client is a longstanding accounting and tax firm with a stellar reputation for its proactive tax planning and comprehensive financial services. It serves a diverse client base of 1,300+ clients, including high net-worth individuals, closely held companies, trusts & estates, entrepreneurs, and has a strong presence in the LGBTQ+ community. The business enjoys long-term client relationships and extraordinary client loyalty.
The business has efficient systems and processes and highly skilled and experienced staff members, ensuring excellent service delivery and seamless operations. The firm uses a suite of tax programs from Thompson Reuters and has an in-depth quality control manual that is updated annually.
The business operates with a philosophy of openness and treating all employees as valuable team members, no matter their position. The business uses a buddy system, partnering accountants with administrative staff, much like an attorney and paralegal relationship. This relieves accountants of many time consuming tasks allowing them to focus on more complicated, higher billable work.
