Listing Details:

  • Business Category:      Tax, Accounting, and Investment Services
  • Price:                                         $2,985,000
  • Gross Revenue:           $1,735,000
  • SDE:                              $588,001
  • Location:                                 Minnesota
  • Employees:                             12 Full Time   
  • Support & Training:           6 weeks 
  • Reason for Selling:             Retirement
  • Noncompete:                50 miles for 5 years
  • Years Owned:              10+

Business Description:

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.

Competitive Analysis:

  • The firm offers complimentary financial services that are not offered by other firms in the area.
  • Clients appreciate the efficiencies in reviewing their financial goals along with their tax returns.
  • Investment strategies are crafted to reduce taxable income for individuals and businesses.
  • Clients enjoy the “one team - multiple services” approach regarding their financial information submission.

Growth Potential:

The firm is organized in a fashion that is ideal for small businesses who are looking for high-quality, comprehensive slate of services at a lower-tier service fees.

Operating Hours: 

Monday through Friday, 8 am to 5 pm

Number Employees:

  •  Accounting : 10
  • Investments: 2
  • Total Employees : 12

Owner Weekly Hours: 

  • 40 hours


Interested in learning more about this business?

Want to see more?

Browse our list of companies and small businesses for sale. Be sure to check back often since we're adding new listings on a regular basis. 

View All Listings

E-mail address

Contact us

+(888) 290-5232

Confidential Consultation

Talk to an Advisor