Referral-Fed DFW Tax & Fractional CFO Practice | 89% SDE Margin - Business for Sale
Request Information
The contact information for this deal is locked. If you wish to unlock this information, you need to upgrade to SMB Deal Hunter Pro.
💼
Tax Preparation & Fractional CFO Practice in Frisco, TX
Frisco, TX, US
Added today
Financial Services - Tax and CFO Advisory
5 years in business
Remote
CPA-led tax preparation and fractional CFO practice serving small business owners, primarily in Collin County, Texas, operating virtually with a client base mostly in Texas.
Key Information
Asking
$150K
Revenue
$140K
Earnings
$125K
Multiple
1.2x
Key Highlights
- Business was established in 2021 and has been operating for 5 years.
- The practice serves about 75 client relationships, primarily business owners in Texas.
- Fractional CFO services generate $3,750/month ($45,000/year) from 23 clients on monthly retainers.
- Operations are largely virtual from a home office, with no lease or storefront and minimal overhead.
- One part-time bookkeeper is available to stay with the practice.
- The business is remote/relocatable.
Contact Info
Unlock Premium Features
Get everything you need to find, finance, and acquire your business
Personalized Deal Flow
On and off market deals curated to your search criteria.
Unlimited 1:1 M&A Support
Expert advisors to help you spot red flags, negotiate your offer, and hand hold you all the way to close.
Pre-Vetted Deal Team
- * Intros to our preferred lenders
- * Access to our investor community
- * Discounted 3rd party Financial and Legal diligence