Tupelo Data Room
Accounting & Tax Practices
Active

48-Year-Old NYC Accounting Firm with $2.6M Revenue & 60%+ EBITDA Margi

New York, New York, United States
Asking Price-
Revenue$2,450,000
EBITDA$1,350,000
Cash Flow$1,350,000
Description
Respectfully, absolutely NO SEARCH FUNDS OR INDEPENDENT SPONSORS. Established in 1976, this full-service accounting and advisory firm provides tax preparation, small business accounting, payroll, estate planning, and business formation services to over 1,500 clients nationwide. With a 48-year operating history, the firm combines deep client relationships with strong recurring revenue and scalable operations. It maintains a balanced portfolio of individual and corporate clients (roughly 50/50) and enjoys strong referral-driven growth. The business produced $2.2M revenue and $1.35M EBITDA (61.7% margin) YTD 2025, and is projected to reach $2.6M revenue in FY2025. Operations are lean, digitally enabled, and well-positioned for expansion into advisory and remote client servicing. This represents an ideal succession-ready platform for strategic buyers, CPA networks, or PE-backed consolidators seeking to acquire a high-margin, recession-resistant professional services business with long-term client retention and proven performance.
Real Estate
Owned
Asking Price-