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 2 months ago
Financial Services - Tax Preparation and Trust Management
40 years in business
RemoteRetiring Owner
Tax preparation and trust management company specializing in spendthrift trusts, offering recurring professional assistance services, headquartered in the Southwest U.S. and serving clients nationwide and overseas.
Key Information
Asking
–
Revenue
$909K
Earnings
$527K
Multiple
–
Key Highlights
- Over 40 years in operation
- Approximately 95% client retention rate
- Business specializes in sale, operation, and financial management of trusts, with a focus on tax preparation and 24/7 professional assistance
- Operates from a 1,000 square-foot office held by one of the trusts; business may be operated remotely
Contact Info
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