B2B ServicesFounded in 2015, the business is a recognized name in the local accounting & bookkeeping market. Most new business arrives through referrals and repeat customers, so paid acquisition remains an untapped lever. The business enjoys attractive margins relative to industry averages thanks to disciplined pricing and low overhead. Financial records are well organized and will support lender due diligence, including SBA financing. The owner's role can be learned by a motivated buyer during the training period; industry experience is helpful but not essential. The customer database numbers in the thousands and represents a valuable, largely untapped marketing asset. The business has grown organically with virtually no paid advertising for most of its history, a testament to the strength of its reputation. Standard operating procedures are documented, making training and quality control straightforward. The team is cross-trained across functions, so operations do not depend on any single employee. A qualified buyer can step into stable cash flow from day one.
Up to 10% carried at 6.5% over 3 years for qualified buyers.
Owner is relocating out of state for family reasons.
Comprehensive 4-week transition included; seller open to a longer consulting arrangement.
A new owner could grow by adding outside sales, pursuing commercial contracts, and increasing marketing spend.
Modeling Highly Profitable Accounting & Tax Practice Serving Dallas Since 2015 · $553K
Asking price is $553K. Type an offer or drag to model one.
SBA 7(a) acquisition loans typically require ~10% down.
SBA business-acquisition loans are usually 10 years.
A market salary for whoever runs the business day-to-day, subtracted from earnings to show true profit. Set to $0 if you will owner-operate.
Estimates for illustration only, based on the listed SDE and your assumptions. Closing costs are estimated at ~2.5% of price for fees and working capital. Actual loan terms, taxes, and earnings will differ. This is not financial advice. Verify all figures in diligence and consult qualified advisors.
Open the full Deal AnalyzerThe documents below open to qualified buyers in the secure data room after a signed NDA.