Established Tax Preparation & Bookkeeping Services in Worcester County, MA

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Financial Details

Asking Price:
$550,000
Annual Revenue:
$650,000
Cash Flow / SDE:
$325,000
Valuation Multiple:
1.7x
Location:
Worcester County, MA, US
Source:
Date:
July 12, 2025

Key Highlights

- Established tax preparation and bookkeeping service operating since 1990.
- Generates $650,000 in annual revenue with $325,000 in seller's discretionary earnings.
- Strong client retention rate with growth opportunities through modern marketing.

Description

Established tax preparation and bookkeeping service in Worcester County, MA, operating since 1990. The business generates $650,000 in annual revenue with $325,000 in seller's discretionary earnings. The business has a strong client retention rate and operates from a 2,000 sq ft facility. Growth opportunities exist through modern marketing strategies. The owner is retiring after 35 years and will provide transition support.

Industry Information

Industry Description:
Financial
Classification:
Financial Services

Listing Details

Listing ID:
b3d42aeb-303d-4860-b0d5-e4bcdff59d0d
Deal Status:
For Sale
Date Posted:
July 12, 2025
Last Updated:
July 12, 2025
Currency:
USD

Features & Tags

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