Established Tax Practice with Real Estate in Jacksonville, FL
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
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