Scalable Tax Preparation and Consulting Platform | Multi-Brand - Business for Sale
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Tax Preparation and Consulting Platform with Multi-Brand Portfolio
Rochester, NY, US
Added 6 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 Rochester, NY, providing management and consulting services to affiliated tax brands.
Key Information
Asking
$7.0M
Revenue
$2.3M
Earnings
$800K
Multiple
8.8x
Key Highlights
- Years established: 12 (roots dating back to 2014, established in 2016)
- Business model: Tax preparation and consulting platform with a multi-brand portfolio included in the sale
- Customer base: Over 30,000 clients nationwide
- Team: 5 employees plus approximately 30 independent contractors
- Owner involvement: 20–30 hours per week, focused on strategy and oversight
- Business is remote/relocatable
Contact Info
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