Tax Preparation and Trust Management Company - Business for Sale
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Trust Management and Tax Preparation Firm in Southwest U.S.
US
Added 1 month ago
Financial Services
40 years in business
RemoteRetiring Owner
Tax preparation and trust management company specializing in the sale, operation, and financial management of trusts, headquartered in the Southwest U.S. and serving clients nationwide and overseas.
Key Information
Asking
–
Revenue
$909K
Earnings
$527K
Multiple
–
Key Highlights
- Business has been operating for over 40 years
- Approximately 95% client retention rate
- Company specializes in tax preparation and trust management services, including spendthrift trusts
- Business is headquartered in the Southwest U.S. and serves clients across the U.S. and overseas
- Company operates from a 1,000 square-foot office held by one of the trusts; office is available for lease or business may be operated remotely
- Managed by a single trustee who is open to various deal structures and transition arrangements
Contact Info
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