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

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Tax Preparation and Consulting Platform with Nationwide Reach

Mamaroneck, NY, US
Added 2 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 and nationwide client base, headquartered in Mamaroneck, NY, operating with a small internal team and network of independent contractors.

Key Information

Asking

$11.0M

Revenue

$2.3M

Earnings

$800K

Multiple

13.8x

Key Highlights

  • Business established in 2014 (roots) and formally since 2016; 12 years in operation
  • Includes a multi-brand portfolio and a nationwide client database of over 30,000 customers
  • Team consists of 5 employees and approximately 30 independent contractors
  • Current owner works 20–30 hours per week in a semi-absentee capacity
  • Business is remote/relocatable

Contact Info

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