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.
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
Holly Bertillo
Meridian
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