Discounted Tax & Trust Firm for Sale - Phoenix, Arizona
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41% Cash Flow Margin - $231,000
Almost all tax and trusts, this firm has over $558,000 of recurring revenue. This is primarily a tax firm located near a retirement center in Northwest area of Phoenix, Arizona. The firm has numerous referral sources including the retirement center, attorneys and fiduciaries as well as clients. This referral volume is more than they can take on each year and so some clients are turned away each year. This firm is being offered at a discount. We are asking $418k on $558k of recurring revenue. Most of the key staff will stay on with the new buyer and the principal will stay on up to two years as needed for production work and training. The principal and the staff will train any buyer on the trust component of the firm.
About the Business
- Years in Operation
- 35
- Employees
- 4 (1 Full-time, 3 Part-time)
- Facilities & Assets
- The suite holds five offices, including a larger executive office, one conference room, a file room, and a reception area. The assembly room holds the refrigerator, microwave, and coffee maker. Public restrooms are available on each floor. The space is 1,600 square feet and the lease expires in May of 2028.
- Opportunities for Growth
- This is a very growable practice. An extremely strong referral network sends clients regularly to the practice. This principal has not wanted to add staff and volume however, and so many referrals are turned away. With the correct capacity, growth is unstoppable.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 1,600
- Rent
- $3,487 per month
- Lease Expiration
- 5/30/2028
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- The principal and her staff will provide all the training and familiarization you need to operate this practice. This familiarization is provided free of charge and is included in the purchase price. The seller and her staff will also provide all of the training a buyer needs on the trust side of the practice. The seller has offered to stay up to two years to help with production and training.
- Financing Options
- SBA Qualified - Seller will agree to 30% holdback subject to client attrition.
Listing Info
- ID
- 2545468
- Listing Views
Listing ID: 2545468 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.
Businesses for SaleArizona Businesses for SaleArizona Professional Service Businesses for SaleArizona Legal & Accounting Businesses for Sale
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