Western Kentucky Accounting Practice for Sale - Business for Sale
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Accounting and Wealth Management Practice in Western Kentucky
KY, US
Added 1 day ago
Accounting and Wealth Management Services
27 years in business
This business is an accounting and wealth management practice located in Western Kentucky, serving SMBs, retirees, and pre-retirees with services including bookkeeping, compilations, income tax preparation, and wealth management.
Key Information
Asking
–
Revenue
$3.2M
Earnings
$2.0M
Multiple
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Key Highlights
- Total gross income: $3,240,000
- Purchase price: $12,000,000 for 75% equity; seller retains 25% in rollover equity
- Year established: 1999
- Wealth management assets under management (AUM) as of July 2026: $174,470,000
- Accounting/bookkeeping/compilations: 90 monthly clients, average fee $450, total $486,000
Contact Info
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