Profitable Cloud-Based Tax & Accounting Firm for Sale in Massachusetts
Financial Details
- Asking Price:
- $1,000,000
- Annual Revenue:
- $790,405
- Cash Flow / SDE:
- $448,000
- Profit Metric:
- Cash Flow (Seller's Discretionary Earnings)
- Valuation Multiple:
- 2.2x
- Location:
- MA, US
- Source:
- Date:
- October 19, 2025
Key Highlights
Description
This is an excellent opportunity to acquire a highly profitable, established cloud-based tax and accounting firm located in Essex County, Massachusetts. The business specializes in high-fee engagements (minimum $1,500) and serves clients across the country. Operations are streamlined, relying on a secure, remote model with no required in-person client visits. The firm boasts a robust referral network that currently exceeds the capacity of the existing team (2 FTEs: CPA Manager + Admin Staff). Growth has been intentionally capped, presenting immediate expansion opportunities for a new owner. The sale is motivated by the owner's planned retirement, and reasonable transition support will be provided to ensure continuity.
Industry Information
- Industry Description:
- This is a highly profitable, cloud-based tax preparation and accounting firm serving clients nationally, specializing in high-fee engagements.
- Classification:
- Financial Services
Operational Snapshot
- Employees:
- 2
- Reason for Selling:
- Owner's planned retirement
Real Estate & Lease
- Status:
- Leased
Broker Contact
- Name:
- Nick Makrys
Listing Details
- Listing ID:
- 50a3d8cc-c391-4ea7-957e-8929ea5181af
- Source Listing ID:
- 2431100
- Deal Status:
- For Sale
- Last Updated:
- October 19, 2025
- Currency:
- USD