NW Metro Tax & Accounting Firm – 500K+ Revenue
Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general consulting. During the trailing twelve months, the firm generated over $500K in revenue with Seller’s Discretionary Earnings (SDE) of $207K. The practice operates from an office condo owned by the seller, with space available for expansion.
The firm is supported by two full-time employees and one part-time staff member who are expected to stay post-sale. The owner is committed to a smooth transition and is willing to remain involved for up to five years, ensuring client confidence and continuity of operations.
Ideal Buyer:
A CPA or EA with 5+ years in management or ownership, or an established CPA or wealth management firm seeking to expand with a profitable, well-run practice.
Sunbelt Listing ID: 57565
- Listing ID:
- 57565
- Industry:
- Accounting Practices
- Location:
- Minnesota
- Revenue:
- $501,324
- Business Price:
- $550,000
- Down Payment:
- $385,000
- SDE (Cash Flow):
- $207,232
- Real Estate:
- For Sale
- Real Estate Value:
- $475,000
- Included in Asking Price:
- No
- Real Estate Size:
- 1,400 sq. ft.
- Listing Agent:
- Matt Sobieski
- Years in Business:
- 20+ years
- Is this a franchise:
- No
- Employees (Full-Time):
- 3
- Employees (Part-Time):
- 1
- Reason for selling:
- Transition Towards Retirement
- SBA Financing Available:
- Yes
- Relocatable:
- No
- Home-Based:
- No