High-Margin Multi-Service Tax Firm with Strong Repeat Client Base
Utah & Uintah Counties

Acquire a Profitable Tax & Financial Services Powerhouse with Immediate Cash Flow

Turn-Key Acquisition: 8% Growth, Dual Locations, Recession-Resistant

Transform your investment into immediate returns with this established financial services firm generating consistent cash flow across two strategic Utah markets.

This confidential opportunity represents a rare chance to acquire a thriving, multi-location financial services operation with proven profitability and exceptional growth momentum. This premium business combines the stability of tax preparation with the recurring revenue of comprehensive financial services, delivering an 8% annual growth trajectory over three consecutive years.

 

Strategic Market Position & Revenue Diversification: Operating from two prime locations in Utah, this firm has built an enviable market position serving individual and business clients across multiple Western states. The business generates revenue through multiple high-margin service lines including individual and business tax preparation, payroll processing, comprehensive accounting and bookkeeping packages, QuickBooks consulting, financial planning, and insurance services. This diversified revenue model creates natural recession resistance and reduces seasonal volatility common in tax-only practices.

 

Competitive Differentiation & Client Loyalty: What sets this firm apart is its comprehensive service ecosystem that extends far beyond traditional tax preparation. Clients benefit from CFO-level advisory services, integrated payroll solutions, ongoing bookkeeping support, and insurance guidance—creating deep, sticky relationships that drive exceptional client retention. The firm's decades-long reputation has cultivated a loyal client base that provides predictable, recurring revenue with minimal acquisition costs.

 

Operational Excellence & Scalability: The business operates on a lean, proven model with established systems designed for seamless ownership transition. Key team members are committed to staying post-acquisition, ensuring continuity of service and relationships. The current owner has systematically built scalable processes across general management, client relations, and strategic planning functions, positioning the new owner for immediate operational success.

 

Immediate Growth Opportunities: The new owner inherits a platform primed for expansion with multiple identified growth vectors: direct marketing campaigns to local small businesses, enhanced digital marketing initiatives, expanded financial planning and insurance offerings, and additional bookkeeping or consulting services. These opportunities leverage existing client relationships and operational infrastructure for accelerated returns on investment.

 

Investment Highlights:

- Immediate Cash Flow: Step into profitable operations from day one
- Proven Growth: 8% annual growth trend demonstrates market demand and operational effectiveness
- Geographic Diversification: Two established locations with multi-state client base
- High-Margin Services: Comprehensive service mix maximizes profitability per client
- Recession-Resistant: Essential financial services create stable demand cycles
- Turnkey Operation: Experienced team, established systems, and loyal client base included

 

Ready for Your Vision: With full licensing, regulatory compliance, manageable working capital requirements, and a retiring owner committed to smooth transition, this confidential opportunity offers the ideal platform for an investor or operator seeking immediate profitability with significant expansion potential.

 

Secure this exclusive financial services acquisition opportunity today. Contact us immediately to sign a confidentiality agreement, review detailed financials, and discover how this established firm can become your pathway to immediate cash flow and sustainable growth in the thriving financial services sector.

Número de listagem:

24518

Categoria:

Professional Services

Localização:

Utah & Uintah Counties
$1,700,000

Informações financeiras:

Receita bruta:

$852,976

Preço listado:

$1,700,000

Pagamento inicial:

$0

Renda total:

$357,038

Ano de fundação:

2019

Informações sobre o arrendamento:

Pés quadrados:

2000

Aluguel total:

$6,323

Vencimento do contrato de locação:

12/2029

Opções de locação:

N/A

Informações sobre ativos:

Melhorias em propriedades arrendadas:

$6,404

Equipamentos / Instalações:

$80,812

Inventário:

$0

Outros ativos:

N/A

Informações adicionais:

Funcionários em tempo integral:

3

Funcionários de meio período:

0

Licença especial necessária:

N/A

Pessoal contratado:

2

Período de treinamento:

30 Days

Motivo da venda:

Retirement and pursuing new ventures.

Hello World

Corretores de Negócios First Choice

As informações aqui contidas foram recebidas do Vendedor e são consideradas confiáveis, mas não garantidas. A First Choice Business Brokers (FCBB) confiou no Vendedor para fornecer os detalhes acima e NÃO verificou essas informações. A FCBB não se responsabiliza e NÃO garante quaisquer declarações, projeções ou informações fornecidas pelo Vendedor. O Usuário/Comprador será o único responsável pela verificação dos lucros e da operação comercial do Vendedor. Ao aceitar este documento, o Comprador/Usuário concorda que todas as informações aqui contidas são estritamente confidenciais e não serão divulgadas a terceiros sem autorização prévia por escrito. O Comprador/Usuário confirma e entende que a FCBB NÃO realizou uma investigação independente dos negócios ou dos valores aqui citados. A FCBB recomenda fortemente que o Comprador busque aconselhamento jurídico e contábil antes de adquirir um Negócio. Qualquer alteração nas informações acima requer a aprovação por escrito do Vendedor e da FCBB. Qualquer alteração feita neste documento sem a aprovação da FCBB e do Vendedor não é válida.

As informações contidas neste anúncio foram fornecidas pelo vendedor ou representante comercial mencionado acima. A First Choice Business Broker não tem participação na venda deste negócio, não verificou de forma independente nenhuma informação sobre o mesmo e não assume qualquer responsabilidade por sua exatidão ou integralidade.

Leia os Termos de Uso da First Choice Business Broker antes de responder a qualquer anúncio.

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Mike & Lynn Lee
Office: (435) 800-4400 | Cell: (435) 800-4400
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A red and white logo for first choice business brokers
High-Margin Multi-Service Tax Firm with Strong Repeat Client Base
Utah & Uintah Counties

Número de listagem:

24518

Categoria:

Professional Services

Localização:

Utah & Uintah Counties

Preço listado:

$1,700,000
brokerPhoto
Mike & Lynn Lee
Office: (435) 800-4400 | Cell: (435) 800-4400
License #:

Acquire a Profitable Tax & Financial Services Powerhouse with Immediate Cash Flow

Turn-Key Acquisition: 8% Growth, Dual Locations, Recession-Resistant

Transform your investment into immediate returns with this established financial services firm generating consistent cash flow across two strategic Utah markets.

This confidential opportunity represents a rare chance to acquire a thriving, multi-location financial services operation with proven profitability and exceptional growth momentum. This premium business combines the stability of tax preparation with the recurring revenue of comprehensive financial services, delivering an 8% annual growth trajectory over three consecutive years.

 

Strategic Market Position & Revenue Diversification: Operating from two prime locations in Utah, this firm has built an enviable market position serving individual and business clients across multiple Western states. The business generates revenue through multiple high-margin service lines including individual and business tax preparation, payroll processing, comprehensive accounting and bookkeeping packages, QuickBooks consulting, financial planning, and insurance services. This diversified revenue model creates natural recession resistance and reduces seasonal volatility common in tax-only practices.

 

Competitive Differentiation & Client Loyalty: What sets this firm apart is its comprehensive service ecosystem that extends far beyond traditional tax preparation. Clients benefit from CFO-level advisory services, integrated payroll solutions, ongoing bookkeeping support, and insurance guidance—creating deep, sticky relationships that drive exceptional client retention. The firm's decades-long reputation has cultivated a loyal client base that provides predictable, recurring revenue with minimal acquisition costs.

 

Operational Excellence & Scalability: The business operates on a lean, proven model with established systems designed for seamless ownership transition. Key team members are committed to staying post-acquisition, ensuring continuity of service and relationships. The current owner has systematically built scalable processes across general management, client relations, and strategic planning functions, positioning the new owner for immediate operational success.

 

Immediate Growth Opportunities: The new owner inherits a platform primed for expansion with multiple identified growth vectors: direct marketing campaigns to local small businesses, enhanced digital marketing initiatives, expanded financial planning and insurance offerings, and additional bookkeeping or consulting services. These opportunities leverage existing client relationships and operational infrastructure for accelerated returns on investment.

 

Investment Highlights:

- Immediate Cash Flow: Step into profitable operations from day one
- Proven Growth: 8% annual growth trend demonstrates market demand and operational effectiveness
- Geographic Diversification: Two established locations with multi-state client base
- High-Margin Services: Comprehensive service mix maximizes profitability per client
- Recession-Resistant: Essential financial services create stable demand cycles
- Turnkey Operation: Experienced team, established systems, and loyal client base included

 

Ready for Your Vision: With full licensing, regulatory compliance, manageable working capital requirements, and a retiring owner committed to smooth transition, this confidential opportunity offers the ideal platform for an investor or operator seeking immediate profitability with significant expansion potential.

 

Secure this exclusive financial services acquisition opportunity today. Contact us immediately to sign a confidentiality agreement, review detailed financials, and discover how this established firm can become your pathway to immediate cash flow and sustainable growth in the thriving financial services sector.

Informações financeiras

Receita bruta:

$852,976

Preço listado:

$1,700,000

Pagamento inicial:

$0

Renda total:

$357,038

Ano de fundação:

2019

Informações de locação

Pés quadrados:

2000

Aluguel total:

$6,323

Vencimento do contrato de locação:

12/2029

Opções de locação:

N/A

Informações sobre ativos

Melhorias em propriedades arrendadas:

$6,404

Equipamentos / Instalações:

$80,812

Inventário:

$0

Outros ativos:

N/A

Informações adicionais

Funcionários em tempo integral:

3

Funcionários de meio período:

0

Licença especial necessária:

N/A

Pessoal contratado:

2

Período de treinamento:

30 Days

Motivo da venda:

Retirement and pursuing new ventures.

Corretores de Negócios First Choice

As informações aqui contidas foram recebidas do Vendedor e são consideradas confiáveis, mas não garantidas. A First Choice Business Brokers (FCBB) confiou no Vendedor para fornecer os detalhes acima e NÃO verificou essas informações. A FCBB não se responsabiliza e NÃO garante quaisquer declarações, projeções ou informações fornecidas pelo Vendedor. O Usuário/Comprador será o único responsável pela verificação dos lucros e da operação comercial do Vendedor. Ao aceitar este documento, o Comprador/Usuário concorda que todas as informações aqui contidas são estritamente confidenciais e não serão divulgadas a terceiros sem autorização prévia por escrito. O Comprador/Usuário confirma e entende que a FCBB NÃO realizou uma investigação independente dos negócios ou dos valores aqui citados. A FCBB recomenda fortemente que o Comprador busque aconselhamento jurídico e contábil antes de adquirir um Negócio. Qualquer alteração nas informações acima requer a aprovação por escrito do Vendedor e da FCBB. Qualquer alteração feita neste documento sem a aprovação da FCBB e do Vendedor não é válida.

As informações contidas neste anúncio foram fornecidas pelo vendedor ou representante comercial mencionado acima. A First Choice Business Broker não tem participação na venda deste negócio, não verificou de forma independente nenhuma informação sobre o mesmo e não assume qualquer responsabilidade por sua exatidão ou integralidade.

Leia os Termos de Uso da First Choice Business Broker antes de responder a qualquer anúncio.