#5586 - Western - KENTUCKY

Western Kentucky Practice Fact Sheet Supplied by New Clients, Inc. Total Gross Income: $3.24mm Net Profit: $2mm EBITDA with Owner add backs Purchase Price: $12mm for 75% of the company with seller retaining 25% in rollover equity – Financing available to qualified applicants. Various programs available. Call for details. Year Established: 1999 Wealth Management: AUM as of July 2026: $174.47mm Total Gross Revenue: $3.24mm Accounting, Bookkeeping, Compilations: Monthly Clients: 90 Avg. Fee: $450 Total: $486,000 Income Tax: Individuals: 583 Avg. Fee: $538 Total: $313,654 Corporate: 96 Avg. Fee: $940 Total: $ 90,240 Trust: 19 Avg. Fee: $564 Total: $ 10,713 Non-profit: 4 Avg. Fee: $465 Total: $ 1,859 Computer Software: Drake, QB Online Other Information: Wealth Management is driven by tax practice. Description of Clientele: SMB, Retirees, Pre-retirees Description of Area: Western Kentucky. Please be advised that all information provided regarding practices for sale is based on details supplied by the owners. We strongly recommend that potential buyers conduct thorough due diligence before purchasing.