Montgomery County, Pa - Sale Pending - Business for Sale

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Accounting and Bookkeeping Firm in Wilmington, DE

Wilmington, DE, US
Added 9 months ago
Accounting and Financial Consulting Services
44 years in business
Under Contract

An established accounting and bookkeeping firm in Wilmington, DE serving a diverse client base including individuals, businesses, and professionals with services such as tax returns, estate planning, business valuations, and consulting.

Key Information

Asking

$2.9M

Revenue

$2.2M

Earnings

$757K

Multiple

3.8x

Key Highlights

  • Annual gross income: $2,239,000 (2024)
  • Years established: 44 (since 1982)
  • Full-time employees: 6; part-time employees: 1
  • Client income breakdown: $692,269 (quarterly clients), $929,471 (individual income tax), $230,714 (business income tax), $26,338 (payroll/sales taxes, W-2 & 1099), $154,749 (conference partner in charge), $49,137 (client conferences), $90,283 (special reports), $66,039 (other)
  • Services: accounting, bookkeeping, compilations, reviews (no audits), tax returns, estate/trusts, estate planning & admin, business valuations, succession planning, forensic accounting, consulting
  • Clientele includes: restaurants, construction, medical doctors, dentists, professionals (attorneys & architects), retail, real estate, manufacturing, builders, and medium to high wealth individuals
  • Software used: Thompson Reuter Ultra Tax CS, Sage

Contact Info

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