Tupelo Data Room
Accounting & Tax Practices
Active

136 active client relationships / TTM Adj EBITDA ~$600K EBITDA

Miami, Florida, United States
Asking Price$3,005,000
Revenue$1,300,000
EBITDA$601,000
Cash Flow$601,000
Description
Company Overview This business is a boutique, full-service accounting, tax, and advisory firm headquartered in Miami, Florida, with nearly four decades of operating history. Founded in 1988, the firm provides a comprehensive suite of financial services to individuals, small businesses, and corporate clients nationwide. Its reputation has been built on personalized service, technical expertise, responsiveness, and long-standing client relationships that often span multiple generations. The firm offers a diversified service portfolio including individual and corporate tax preparation, bookkeeping, payroll processing, financial reporting, estate planning, financial advisory services, business formation support, and specialized financial consulting. Its integrated service model promotes strong client retention, recurring revenue, and meaningful cross-selling opportunities. Serving a broad client base across business and individual segments, the company has established a resilient revenue profile supported by recurring accounting, payroll, tax compliance, and advisory engagements. Approximately 228 clients utilize multiple service lines, reflecting deep client relationships and strong engagement across the platform. The organization is led by an experienced management team with established operational processes and succession-ready infrastructure. With remote service capabilities and a nationwide client footprint, the business is positioned as a scalable platform capable of supporting future geographic expansion and strategic growth initiatives. Investment Highlights * Established 38-year operating history with strong brand recognition and client loyalty. * Diversified revenue base supported by recurring tax, accounting, payroll, and advisory services. * Balanced mix of corporate and individual clients reduces concentration risk. * Consistent profitability, with gross margins exceeding 55% over the last three fiscal years. * Scalable operating model with nationwide reach and remote service capabilities. * Succession-ready management structure supporting ownership transition opportunities. Key KPIs (TTM April 2026) * Revenue: $1.3M * Gross Profit: $773K * Gross Margin: 59.0% * EBITDA: $294K * EBITDA Margin: 22.4% * Adjusted EBITDA: $601K * Adjusted EBITDA Margin: 45.9% * Corporate Clients: 545 * Individual Clients: 621 * Total Billing Clients: ~1,200 * Multi-Service Clients: 228 * Years in Operation: 38 Years * Founded: 1988 * Headquarters: Miami, FL * Nationwide Client Footprint * Founder Experience: 40+ Years as CPA
Real Estate
Owned
Related Categories
accounting practice for Sale
Business for Sale in Florida
Asking Price$3,005,000