PENDING - Fractional CFO Firm w/ Nearshore Subsidiary - Fully Remote
| Asking Price: | $3,500,000 |
| Gross Revenue: | $4,000,000 |
| Cash Flow: | $880,000 |
| Established Year: | 2017 |
Established Fractional CFO firm specializing in premium accounting and bookkeeping services, financial planning, and strategy. With wholly-owned legal entities employing professionals in the USA and Mexico, this agency benefits from the low cost of nearshore labor while their clients benefit form a team working in the same time zone (unlike competitors in India.)
With average sales per client of $36k/yr., this firm specializes in large, impactful, recurring monthly engagements making its growth economics highly compelling.
The company has spent the past 2 years professionalizing its management systems, converting all clients to automatic payments, and optimizing its pricing to create a strong profit trajectory. Strong projected cash flow of $880k with opportunity to grow as new hires from the past year mature.
The company has a great team with long tenure, creating a stable service base for its valuable clients.
The company does NOT provide any CPA or income tax services, although its clients often ask for income tax help, making a great opportunity for revenue synergies.
Owner hours are just 1600 per year, with less than 10% spent on consulting. The owner can step out tomorrow and the business will keep running itself thanks to its strong management team and systems.
The ideal buyer would could leverage the solid foundation to grow both core services as well as add on income tax filing and planning.
