Bookkeeping, Accounting, and Tax Firm (50% Seller Financing)
Business Description
This well established Bookkeeping, Accounting, and Tax Preparation firm has a rock-solid history serving Madison and Dane County for nearly 25 years. The firm is owner operated with a lean P&L and comes with part-time support staff to provide services to its loyal client base.
Clients of the firm are comprised of small business owners and individuals — demographics that have proven to be loyal and an extremely strong customer referral source. There is no easier way to scale your current firm or launch a practice of your own than acquiring an operating practice — it has clients, systems, and revenue already in place.
To request the Offering Memorandum and financials, please reach out to broker.
Clients of the firm are comprised of small business owners and individuals — demographics that have proven to be loyal and an extremely strong customer referral source. There is no easier way to scale your current firm or launch a practice of your own than acquiring an operating practice — it has clients, systems, and revenue already in place.
To request the Offering Memorandum and financials, please reach out to broker.
About the Business
- Years in Operation
- 25
- Employees
- 2
- Facilities & Assets
- Included in the sale: new computer server, FF&E, website + domain, current client list.
Facilities: Leased facility with multiple offices and very favorable, month-to-month terms. - Market Outlook / Competition
- Dane County, Wisconsin is home to almost 20,000 businesses — a high majority of which fall into the Small Business category. The firm fills an important need in the market for Main Street businesses — most larger accounting firms prefer to work exclusively with businesses with revenues of $1M+, thus providing a solid opportunity to serve smaller businesses as this firm has done for years.
- Opportunities for Growth
- Growth is limited to the capacity and marketing plan a new owner can deploy. For other Accounting, Tax Preparation, and Bookkeeping firms, this is an excellent opportunity to acquire an established client base.
About the Sale
- Seller Motivation
- Owner is retiring.
- Transition Support
- The owner is open to a transitionary period to assist with onboarding the new owner(s).
- Financing Options
- Seller Financing is available.
Listing Info
- ID
- 2272687
- Listing Views
- 2467
Listing ID: 2272687 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.
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