Financial & Accounting Practice for Sale in Broward County, FL

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Financial Details

Asking Price:
$1,000,000
Annual Revenue:
$1,146,549
Cash Flow / SDE:
$379,784
Profit Metric:
Cash Flow
Valuation Multiple:
2.6x
Location:
Broward County, FL, US
Source:
Date:
September 15, 2025

Key Highlights

Established Financial & Accounting Practice with over 20 years of proven success.
Bilingual (Spanish/English) team serving a loyal, diversified U.S. client base.
Attractive seller financing and experienced team available for smooth transition.

Description

This listing presents a well-established, bilingual (Spanish/English) Accounting, Financial, and Strategy Solution firm located in Broward County, Florida. With over two decades of proven performance, the business was founded by a husband-and-wife team now ready to retire. It serves a loyal, diversified U.S. client base, generating balanced revenue streams and consistently achieving over $300K in Seller's Discretionary Earnings (SDE) in recent years. The firm's core services include business growth planning, company valuations, corporate formation support, integrated accounting/payroll, and advanced tax planning, complemented by a secure online client portal. The owners are committed to a smooth transition, offering attractive seller financing and two weeks of training. The experienced bilingual team is expected to remain, ensuring continuity and growth potential for a new owner. This is an ideal opportunity for firms or professionals seeking a profitable, turnkey operation in South Florida.

Industry Information

Industry Description:
Financial & Accounting Practice
Classification:
Financial Services

Operational Snapshot

Year Established:
2002
Employees:
13
Reason for Selling:
Retire

Real Estate & Lease

Status:
Leased
Monthly Rent:
$4,500 USD
Lease Expiration:
2025

Assets & Inventory

FF&E Value:
$78,000 USD
Includes FF&E:
Yes
Inventory Value:
$200 USD
Includes Inventory:
Yes

Broker Contact

Name:
Andrew Cagnetta
Company:
Transworld Business Brokers
Phone:
904-992-2223

Listing Details

Listing ID:
e544f1a8-a436-4d2a-b816-859472ed610c
Source Listing ID:
318422
Deal Status:
For Sale
Last Updated:
September 15, 2025
Currency:
USD

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified
Tags & Categories
Financial Services Accounting Bilingual Seller Financing Profitable