Accounting & Tax Practices
Active
A Highly Specialized, U.S.-based Accounting and Tax Advisory firm
Marietta, Washington County, Ohio, United States
Asking Price-
Revenue$1,695,000
EBITDA$1,636,000
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.
This communication relates solely to a potential change-of-control M&A transaction involving an eligible privately held company. It is intended only for prospective acquirers who will acquire control and actively participate in management and is not an offer or solicitation of securities. If these criteria do not apply to you, this communication is not intended for you; please do not access or review the transaction materials.
Business is
Home Based
Year Established
1999
Reason Selling
Retirement
Facilities & Assets
* The business operates as a fully remote, cloud-based organization.
* No physical client-facing office is maintained.
* No real estate is included in the transaction.
* Operations require minimal capital expenditure due to the remote infrastructure.
Support & Training
* Both owners are willing to support a smooth transition after closing.
* Seller involvement can continue for up to six months post-sale.
* Transition support will focus on client retention and operational continuity.
* The existing outsourced Philippines team is expected to remain.
Market & Competition
* The U.S. accounting and tax preparation market has stable demand driven by regulatory complexity.
* The industry is shifting from traditional compliance toward higher-value advisory services.
* Competition is fragmented among local CPA firms and national tax franchises.
* This company differentiates through specialized tax strategies and an elite professional network.
Growth Opportunities
* Accepting currently turned-away clients offers an immediate organic growth opportunity.
* Expanding monthly recurring advisory services can improve predictable revenue.
* Increased marketing investment could significantly expand lead generation.
* Additional advisors could unlock demand while maintaining the scalable remote model.
Business listed by
Meridian
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