B2B ServicesFounded in 1995, the business is a recognized name in the local accounting & bookkeeping market. The current owner works a normal full-time schedule and focuses on quoting, scheduling, and customer relationships. The company offers a full range of accounting & bookkeeping services, giving customers a single point of contact and driving healthy average tickets. Most new business arrives through referrals and repeat customers, so paid acquisition remains an untapped lever. A tenured team of 3 handles day-to-day operations; several key employees have been with the company for many years. The business operates on modern software for scheduling, invoicing, and customer management, so a new owner inherits clean data and repeatable processes. Many customer relationships span a decade or more, and several commercial accounts are on multi-year arrangements. This is a turnkey opportunity for an owner-operator or a strategic buyer looking to expand in the market.
Up to 15% carried at 8% over 3 years for qualified buyers.
Owner is scaling back for health-and-lifestyle reasons and will assist with a full transition.
Modeling Profitable Accounting & Tax Practice Grossing $564K Annually · $482K
Asking price is $482K. 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.
