Two businesses in one. Current owner uses the tax business to generate leads for the investment business. Seller is almost 70 and he would prefer to pass his business on to someone who is in the area because this business is all about relationships. There is a very experienced employee who will stay with the business to help run it but the new owner would need to have their Series 65 and Health and Life Insurance licenses. The business also already has two 1099 accountants who work seasonally during the tax rush.

There is lots of opportunity to grow the tax business well beyond their current 500 plus customers and the investment side already has Millions of dollars under management but there is a huge opportunity to grow that part of the business also.

If you are looking for an incredible opportunity in the financial services industry, this is it.
The time to acquire this business is now, before the busy tax season starts.