Established Tax and Accounting Practice in Madison, WI

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Financial Details

Asking Price:
$400,000
Annual Revenue:
$401,372
Location:
Madison, WI, US
Sources:
Date:
July 22, 2025

Key Highlights

- Established tax and accounting firm in Madison, WI with strong client retention.
- Sale includes 50% of client accounts, brand name, physical location, and staff.
- Owner willing to stay on part-time, offering an opportunity to gain market share.

Description

Established tax and accounting firm in Madison, WI, with a long history and strong client retention. The firm provides services to individuals and businesses across Dane County. The sale includes 50% of client accounts, the brand name, physical location (leased), and staff. The owner is willing to stay on as a part-time employee. An opportunity for Accounting and/or Wealth Investment firms to gain market share.

Industry Information

Industry Description:
Financial Businesses for Sale
Classification:
Financial Services

Listing Details

Listing ID:
7a8d42e6-6654-4e5b-8e04-41b57fcea56b
Deal Status:
For Sale
Date Posted:
July 22, 2025
Last Updated:
July 22, 2025
Currency:
USD

Features & Tags

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