Accounting & Tax Practices, Other Service Businesses
Active
$1.35M EBITDA - Recurring-Revenue Tax & Accounting Firm
Hennepin County, Minnesota, United States
Asking Price-
Revenue$3,000,000
EBITDA$1,350,000
Cash Flow-
Description
The Company is a full-service tax, accounting and payroll firm founded in 2000 in a major Upper Midwest metro, serving 1,600+ recurring clients — 1,100+ affluent individuals and 500+ owner-operated businesses — locally and nationwide via video.
Mandatory annual tax filings plus fixed-fee monthly bookkeeping and payroll subscriptions deliver 95% recurring revenue and a 45% Adj. EBITDA margin.
Asset-light, cloud-based model; founder staying 3+ years.
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.
Real Estate
Leased
Facilities & Assets
Asset-light, cloud-based model
Support & Training
founder staying 3+ years.
Market & Competition
Tax filing is mandatory every year; 95% of revenue recurs
Growth Opportunities
-Disciplined pricing across an affluent client base
-Convert more business clients to monthly subscriptions
-Scale AI automation and offshore capacity
-Targeted digital marketing on top of referral flow
-Advisory / fractional-CFO cross-sell
Business listed by
Meridian