• Subscription-led client relationships. Monthly tax and accounting maintenance packages form a substantial component of the service mix, complemented by one-time tax-plan design and advisory engagements. Subscription retention, contract terms and recurring revenue composition remain subject to buyer verification.
• Strong operating bench. The seller reports 14 employees and 9 contractors, providing meaningful delivery resources across the organization. Team responsibilities, retention and leadership coverage will be reviewed during diligence.
• Fully virtual infrastructure. The practice operates without traditional office rent and is designed to serve clients remotely, supporting geographic flexibility and avoiding a conventional physical-office footprint.
• Specialized market position. The firm focuses on medical firms only and offers multiple services across tax, accounting and advisory needs.
• Transition flexibility. The seller is available for a reasonable transition following closing, with the possibility of separately compensated part-time involvement by mutual agreement.
Adjusted EBITDA $725,000
Asking price $5,075,000.
Mostly cash (60-80% and seller finance balance. One year retention clause. Not interested in rollover equity.
For more information please inquire with online form. Buyer will be required to provide NDA, Buyer Profile and Proof of funds.
#5575 - Virtual - VIRTUAL
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5575 | VIRTUAL | Virtual | $3,400,000 | new | Thrive Financial Group, LLC |
