High-Margin Multi-Service Tax Firm with Strong Repeat Client Base - Business for Sale
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Multi-Service Tax and Financial Firm in Utah County, UT
UT, US
Added 26 days ago
Tax, accounting, and financial advisory firm
7 years in business
Retiring Owner
A financial services firm in Utah County, UT, operating from two locations, provides tax preparation, payroll, bookkeeping, CFO advisory, and insurance advisory services to individual and business clients across multiple Western states.
Key Information
Asking
$1.5M
Revenue
$853K
Earnings
$357K
Multiple
4.1x
Key Highlights
- Years established: 7
- Business operates from 2 leased locations with lease terms secured through 2029
- Total rent: $6,323/month for both locations
- 3 full-time employees and 2 contractors, all committed to staying post-sale
- Business model includes tax preparation, payroll, CFO advisory, bookkeeping, QuickBooks support, financial planning, and insurance advisory services
- Consistent 8% year-over-year growth under current ownership since 2019
- Owner currently works 40+ hours/week performing management, tax planning, and CFO services
- 30-day training period included for buyer
Contact Info
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