High-Margin Multi-Service Tax Firm in Utah

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Financial Details

Asking Price:
$1,700,000
Annual Revenue:
$852,976
Cash Flow / SDE:
$357,038
Valuation Multiple:
4.8x
Location:
Utah, UT, US
Sources:
Date:
August 02, 2025

Key Highlights

- Profitable tax and financial services firm with 8% annual growth.
- Diversified revenue streams including tax preparation, payroll, accounting, and financial planning.
- Two locations in Utah with key team members expected to stay post-acquisition.

Description

Acquisition opportunity for a profitable tax and financial services firm with two locations in Utah. The firm has an 8% annual growth rate and diversified revenue streams, including tax preparation, payroll processing, accounting, and financial planning. Key team members are expected to remain post-sale, ensuring continuity. The business runs on a lean, proven model with systems built for a smooth ownership transition.

Industry Information

Industry Description:
Accounting and Tax Practices
Classification:
Financial Services

Listing Details

Listing ID:
b6c02ec2-c6b0-4d36-98b1-ac802d648411
Deal Status:
For Sale
Date Posted:
August 01, 2025
Last Updated:
August 02, 2025
Currency:
USD

Features & Tags

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