#5565 - USA - VIRTUAL

Profitable Tax & Accounting Firm with Two Brands: ~2,500 Clients, $3.5M Revenue, $1M SDE, Fully Staffed Practice Summary A well-established tax and accounting firm is available for acquisition. It serves about 2,500 individual and business clients through two brands, giving it a broad presence across several client segments. The firm runs remote-first on a modern cloud technology stack. A fully staffed team of preparers, reviewers, and administrative support handles the day-to-day work, supported by an offshore team for bookkeeping and administration. Credentialed staff and contractors handle technical review. The owner is a non-CPA who focuses on operations and does not deliver accounting work, so the firm does not depend on the owner's credentials or personal production. The firm has never done any marketing. All current revenue comes from existing relationships and referrals. Financial Snapshot Revenue: $3.5M SDE: $1.0M Revenue by brand, prior-year results, and fee schedules are available to qualified buyers after an NDA. Client Base and Services Individuals, including high-net-worth households Schedule C filers and small business owners Fiduciary and trust clients Tax preparation and planning, plus bookkeeping through the offshore team Opportunities for a Buyer Launch marketing. The firm has never marketed, so a buyer can add growth without changing the existing operation. Hire a sales leader to drive new client acquisition. Expand year-round advisory and bookkeeping services for existing clients. Review pricing. Consolidate the two brands under one name, or keep both to serve different segments. Use the existing infrastructure and offshore team to absorb tuck-in acquisitions. Transaction Terms Seller owns the firm outright. Seller transition: 3 to 6 months Terms: Cash at close/ seller note Reason for sale: Owner pursuing other ventures Next Steps Buyers must be qualified and sign an NDA before receiving firm names, financials, and client information.