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Tax, Accounting, and Investment Advisory Firm

Listing Number: 17441-557448


A well-managed Tax, Accounting and Investment Advisory firm is available for acquisition.

The firm is led and managed by two highly knowledgeable and tenured professionals, and they are looking to retire. A well-balanced team of professionals provides a comprehensive list of tax planning, tax filing, accounting services, clients’ systems oversight, HR and benefits administration, wealth creation and advisory services, retirement and legacy planning, and complementary services. The firm enjoys a year-round recurring revenue stream augmented by a stellar reputation for building long-term customer relationships.

In the last three fiscal years, the firm experienced phenomenal growth. Revenue growth was greater than 20% and EBITDA grew over 20%, indicating strong operation effectiveness at play. Overall, the firm is enjoying sound financial and operational health.

Listing Details

  • Price: $ 2,985,000
  • Down Payment: $2,985,000
  • Sellers Discretionary Earnings: $ 588,001
  • Total Sales: $ 1,735,693
  • Location: Minnesota

  • Inventory: $ 0
  • FF&E: $ 0
  • Employees: 12
  • Reason for Selling: Retirement
  • Category: Accounting
Tax, Accounting, and Investment Advisory Firm

Business Listed By:

Paul Ripon
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