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 4 months ago
Financial Services
40 years in business
RemoteRetiring Owner
Tax Preparation and Trust Management Company based in the Southwest U.S. provides trust sales, operation, and financial management services to clients across the U.S. and overseas.
Key Information
Asking
–
Revenue
$866K
Earnings
$456K
Multiple
–
Key Highlights
- The company has been in operation for more than 40 years
- Business specializes in tax preparation, trust sales, operation, and financial management
- Approximately 95% client retention rate
- Company operates from a 1,000 square-foot office held by one of the trusts; business may be operated remotely
- Clients are located across the United States and overseas
Contact Info
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