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
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