Scalable Tax Preparation and Consulting Platform | Multi-Brand - Business for Sale

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Tax Preparation and Consulting Platform with Multi-Brand Portfolio

Red Hook, NY, US
Added 4 months ago
Financial Services - Tax Preparation and Consulting
12 years in business
RemoteAbsentee / Semi-Absentee

A tax preparation and consulting platform with a multi-brand portfolio, serving over 30,000 clients nationwide and based in Red Hook, NY.

Key Information

Asking

$11.0M

Revenue

$2.3M

Earnings

$800K

Multiple

13.8x

Key Highlights

  • Business was established in 2014 with current operating model since 2016
  • Over 30,000 clients across the U.S.
  • Team consists of 5 employees and approximately 30 independent contractors
  • Multi-brand portfolio included in the sale
  • Business is asset-light with low overhead and strong margins
  • Current owner works 20–30 hours per week in a semi-absentee role
  • Business is remote/relocatable

Contact Info

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