#5461 - Ohio - VIRTUAL

Growing, Location-Independent Accounting & Tax Practice (Confidential Sale or Merger) An opportunity for an ambitious CPA, tax professional, or regional firm to acquire a highly scalable, modern accounting practice built for the digital age. Opportunity Unlike traditional brick-and-mortar practices, this virtual firm is entirely location-independent, serving a diverse and loyal base of worldwide clients completely remotely. Only two years old, the firm has achieved extraordinary growth by strategically targeting two highly profitable market niches. The practice is primed for a seamless acquisition by an individual practitioner or an existing firm looking to instantly inject high-growth clients into their portfolio. Highlights Compounding Growth: The client base currently totals 188 active clients, expanding at an exceptional rate of over 4% month-over-month. Niche Market Mastery: High client acquisition is driven by a specialized focus on two distinct market niches, reducing general competition and increasing client loyalty. Predictable Recurring Revenue: The practice generated $138,000 in revenue over the last 12 months, with strong momentum heading into the next fiscal cycle. Valuable Business Mix: Approximately 60% of total revenue originates from business and corporate clients, shielding the firm from standard retail tax seasonality. Built-In Operational Continuity: The current owner is looking to stay on post-sale to support client retention, service delivery, and ongoing business development, provided they are backed by the buyer's infrastructure and team. Billing and Portfolio Breakdown Client Roster & Services Total Active Clients: 188 (Worldwide / 100% Remote) Monthly Client Growth Rate: 4% Primary Service Focus: Specialized Tax Preparation & Advisory Core Bookkeeping Portfolio: A stable, predictable book of recurring bookkeeping valued at $12,000 per year. Financial Performance (Trailing 12 Months) Business/Corporate Clients: ~60% of total revenue ($84,000) Individual/Niche Tax & Bookkeeping: ~40% of total revenue ($56,000) Total TTM Revenue: $138,000.00 Sale Terms & Structure Asking Price / Valuation: Open to competitive offers based on current trailing revenue and rapid month-over-month growth multipliers. Transition & Deal Structure: Highly flexible. The seller prefers a structure that integrates the practice into a supported team environment where the founder can transition into a long-term, non-administrative role. Open to traditional buyouts, revenue-sharing partnerships, or earn-out structures. Brokers Protected