Tax Preparation and Trust Management Company - Business for Sale

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Tax Preparation and Trust Management Company in Southwest U.S.

US
Added today
Financial Services, Business and Professional Services
Remote

A Southwest U.S.-based company specializing in tax preparation and trust management services, serving clients nationwide and overseas.

Key Information

Asking

$0

Revenue

$909K

Earnings

$527K

Multiple

0.0x

Key Highlights

  • Over 40 years in operation
  • Approximately 95% client retention rate
  • Operates from a 1,000 sq ft office held by one of the trusts
  • Business may be operated remotely or from leased office

Contact Info

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