Hot Listing

Established Maryland Tax Firm — SBA Prequalified

Asking Price: $1,450,000

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Hot Listing

Established Maryland Tax Firm — SBA Prequalified


Asking Price: $1,450,000


Seller Financing Available
Asset Sale Description
Estate & Trust Specialist | $1.4M Gross, $360K SDE
Established tax practice in lower Montgomery County, MD with 10+ years of consistent, client-focused service. The firm serves individuals, estate fiduciaries, trustees, and small business owners and maintains strong referral relationships with CPAs, financial advisors, paralegals, and estate attorneys for a collaborative, team-based approach. Known for timely, professional tax preparation and planning, the practice emphasizes clear communication, transparency, and reliable ongoing support for clients and staff. Turnkey operations with documented workflows, repeat revenue from returning clients, and opportunities to expand advisory services or grow billable hours make this an attractive acquisition for an experienced tax professional or CPA.
Detailed Information
Facilities & Assets
Leased office space
About the Sale
Transition Support
Seller willing to offer up to 12 months of transition support and training.
Seller Motivation
Retirement
Financing
10%
Listing Info
ID
2409912
Listing Views
236

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Business Listed by: Daniel Talbott RightExit

Listing ID: 2409912 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.