Tax Preparation And Trust Management Company For Sale - Business for Sale
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Tax Preparation and Trust Management Company in Southwest U.S.
US
Added 3 months ago
Financial Services
RemoteRetiring Owner
This business provides tax preparation and trust management services, specializing in the sale, operation, and financial management of trusts, and is headquartered in the Southwest U.S. with clients across the United States and overseas.
Key Information
Asking
–
Revenue
–
Earnings
$456K
Multiple
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Key Highlights
- The business specializes in the sale, operation, and financial management of trusts, with a focus on tax preparation and 24/7 professional assistance.
- The company has been operating for more than 40 years.
- Client retention rate is approximately 95%.
- The company serves individual clients across the United States and overseas.
- The business operates from a 1,000 square-foot office held by one of the two trusts; the office is available for lease or the company may be operated remotely.
Contact Info
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