Established Tax Practice with Real Estate in Jacksonville, FL

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Financial Details

Asking Price:
$440,000
Annual Revenue:
$309,904
Cash Flow / SDE:
$98,710
Profit Metric:
Cash Flow
Valuation Multiple:
4.5x
Location:
Jacksonville, FL, US
Source:
Date:
September 15, 2025

Key Highlights

Well-established tax practice with a strong client base and high repeat customer rate.
Significant growth potential due to zero current marketing efforts and scalable operations.
Includes valuable real estate and offers seller financing, with management willing to stay for a smooth transition.

Description

This listing presents an established tax practice located in Jacksonville, FL, offering a strong revenue stream primarily from tax preparation services for approximately 1,000 returns annually, including 200 business clients. The practice boasts a high percentage of repeat customers and significant untapped growth potential due to a lack of current marketing efforts. Its scalable model is supported by subcontracting a large portion of returns to trusted individuals, ensuring operational flexibility. The business is available with or without the associated real estate. Key strengths include excellent books and records, established systems, and commitments from subcontractors to continue services post-acquisition. The seller is motivated by the expansion of an unrelated business and offers generous seller financing for qualified buyers, along with a commitment to stay on for a warm transition. A large client database and a desirable business name/phone number are also included. Buyer profile and NDA are required.

Industry Information

Industry Description:
Accounting and Tax Practices
Classification:
Financial Services

Operational Snapshot

Reason for Selling:
Expansion of unrelated business

Real Estate & Lease

Status:
Included

Listing Details

Listing ID:
91c613e0-581f-4ed1-b487-36e85c1bbc05
Deal Status:
For Sale
Date Posted:
January 20, 2023
Last Updated:
September 15, 2025
Currency:
USD

Features & Tags

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