Turnkey Tax & Financial Services Business in South Florida

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Financial Details

Asking Price:
$120,000
Annual Revenue:
$150,000
Cash Flow / SDE:
$60,000
Valuation Multiple:
2.0x
Location:
FL, US
Source:
Date:
July 15, 2025

Key Highlights

- Profitable tax preparation and financial services business established for over 10 years.
- Loyal, repeat client base with multiple revenue streams.
- Growth opportunities include expanding check cashing and adding financial products.

Description

Established tax preparation and financial services business operating profitably for over 10 years in a high-traffic South Florida location. The business has a loyal, repeat client base and multiple revenue streams including tax preparation, bookkeeping, money transfers, and check cashing. The business is run by an experienced husband-and-wife team and is ready for transition with growth opportunities including expanding check cashing volume and adding financial products.

Industry Information

Industry Description:
Financial
Classification:
Financial Services

Listing Details

Listing ID:
24db6b5b-8990-4153-8deb-90ed33a8f243
Deal Status:
For Sale
Date Posted:
July 15, 2025
Last Updated:
July 15, 2025
Currency:
USD

Features & Tags

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