A highly specialized, U.S.-based accounting and tax advisory firm

Marietta, Washington County, Ohio, United States

Asking Price-

Revenue$2.27m

EBITDA$2.07m

Cash Flow-

Description

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation, and high-value advisory engagements with referral-based revenue opportunities. With operations dating back to 1999, the firm has intentionally maintained a boutique model, prioritizing deep client relationships and personalized service over volume.

Business is

Home Based

Number of EmployeesFull-Time: 2Part-Time: 2

Year Established

1999

Facilities & Assets

No facilities and assets are included

Support & Training

Transition support up to 6 months

Market & Competition

This business is well-aligned with 2025 market trends—demand for strategic advisory, recurring revenue preference, remote-first operations, and active buyer interest—making it a highly attractive acquisition target in the current environment.

Growth Opportunities

- Expand recurring revenue mode - Accept more clients (currently turned away) - Build marketing engine beyond referral - Cross-sell additional advisory or SaaS tools

Asking Price-

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