Tax Preparation And Trust Management Company For Sale - Business for Sale
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Tax Preparation and Trust Management Firm in Southwest U.S.
US
Added 27 days ago
Trust and tax management services
Remote
This business provides tax preparation and trust management services, specializing in spendthrift trusts, and is headquartered in the Southwest U.S. but serves clients nationwide and overseas.
Key Information
Asking
–
Revenue
$909K
Earnings
$527K
Multiple
–
Key Highlights
- The company has been operating for over 40 years
- Approximately 95% client retention rate
- The company specializes in the sale, operation, and financial management of trusts, with a focus on tax preparation and 24/7 professional assistance
- The company operates from a 1,000 square-foot office in the Southwest U.S., which is held by one of the two trusts and is available for lease or remote operation
Contact Info
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