Practices for Sale
Litchfield County, CT |
|
| Reference No. | CT-8145 |
| Status | On Hold |
| Asking Price | $400,000 |
| Gross Revenue | $349,000 |
| Terms |
90% down. Remaining balance to be paid in 1 year @ prime plus one. Third party financing options at competitive rates may be available to qualified buyers with a good credit history. |
| Client Revenue Mix | |
| Individual & Business Tax Preparation Services |
$162,000 |
|
Accounting Services
|
$187,000 |
| TOTAL | $349,000 |
| Other Information | |
| Established Litchfield County tax/ write up firm is seeking a CT or Tri-State practitioner interested in a Litchfield County presence. The Practice, which utilizes Taxwise and QuickBooks software, operates out of leased office space. Seller will provide a smooth transition and consider a part-time consulting role through tax season. | |
Hampden County, MA Practice Profile
|
|
| Reference No. | NASI MA-1224 |
| Status | Available |
| Asking Price | $165,000 |
| Gross Revenue | $165,000 |
| Terms |
Reasonable down payment required. Flexibility on remaining balance to be paid out over several years at a reasonable rate of interest. 90% ten-year outside conventional financing available for qualified buyers. |
| Client Revenue Mix | |
| Individual Tax Preparation Services |
$165,000 |
|
|
|
| TOTAL | $165,000 |
| Other Information | |
| High-volume practice delivering tax services to its loyal client base for over 80 years. Seller operates out of a leased office space which can be leased by the Buyer. Practice, which utilizes Drake tax software, has 1 P/T employee who may be willing to stay on after closing. Seller will also provide a smooth transition after the sale. | |
South Central, VT Practice Profile
|
|
| Reference No. | VT-6025 |
| Status | Available |
| Asking Price | $69,000 |
| Gross Revenue | $60,000 |
| Terms |
70 – 80% down. Remaining balance to be paid over 1 year @ prime plus one. Short term financing options at competitive rates may be available to qualified buyers with a good credit history. |
| Client Revenue Mix | |
| Individual & Business Tax Preparation Services |
$43,000 |
|
Accounting Services
|
$17,000 |
| TOTAL | $60,000 |
| Other Information | |
| Well established tax/ write up firm is a add on for another South Central VT firm. The Practice, which utilizes Pro Series and QuickBooks software, operates out of a home office and will need to be ported to another location. Seller will provide a smooth transition after the sale. | |
Monmouth County, NJ Practice Profile
|
|
| Reference No. | NJ-1254 |
| Status | Just Listed! |
| Asking Price | $2,100,000 |
| Gross Revenue | $1,850,000 |
| Terms | Substantial Downpayment required. Remaining balance to be paid over 5years @ prime plus one. Short term financing options at competitive rates may be available to qualified buyers with a good credit history and no bankruptcies. |
| Client Revenue Mix | |
| Individual Tax Prep | $685,000 |
| Business Tax & Accounting | $1,165,000 |
| TOTAL | $1,850,000 |
| Other Information | |
| Established Monmouth County tax/ writeup firm is seeking another NJ firm or a PA firm looking for a Monmouth County location. Practice, which utilizes Lacerte and QuickBooks software, operates out of Seller leased office space. Employees have interest in remaining on after the sale. Seller is willing to provide some financing and provide a smooth transition after closing. | |
Monmouth County, NJ Practice Profile
|
|
| Reference No. | NJ-1254 |
| Status | Available |
| Asking Price | $350,000 |
| Gross Revenue | $320,000 |
| Terms | 25% down. Remaining balance to be paid over 5years @ prime plus one. Short term financing options at competitive rates may be available to qualified buyers with a good credit history. |
| Client Revenue Mix | |
| Individual Tax Prep | $120,000 |
| Business Tax & Accounting | $200,000 |
| TOTAL | $320,000 |
| Other Information | |
| Established Monmouth County tax/ write up firm is seeking someone, an individual or a NJ firm looking for a Monmouth County location, to buy a 40% member interest in its practice. The Practice, which utilizes Lacerte and QuickBooks software, operates out of Seller owned office space. Seller is willing to provide financing along with a smooth transition after the sale. | |
Bronx, NY Practice Profile
|
|
| Reference No. | NYC-1184 |
| Status | Available |
| Asking Price | $400,000 |
| Gross Revenue | $360,000 |
| Terms | 85-90% down payment required. Balance to be paid over 2 years at prime plus one. 7 -10 year outside bank financing available for qualified buyers with good credit history and NO bankruptcies. |
| Client Revenue Mix | |
|
Individual Tax Preparation |
$x,000 |
| Business Tax Preparation | $x,000 |
| TOTAL | $360,000 |
| Other Information | |
| Well-established Bronx tax/write-up practice is an opportunity for a Bronx practitioner looking for another office or a Lower Westchester practitioner looking for a Bronx practice. Seller, who utilizes Pro Series and QuickBooks software, operates out of leased office space with one staff person. Seller will provide a smooth transition after the sale. | |
North Baltimore County, MD Practice Profile |
|
| Reference No. | NASI Ref No. MD-4285 |
| Status | Available |
| Asking Price | $200,000 |
| Gross Revenue | $170,000 |
| Terms | 80-90% down. Remaining balance to be paid over 2 years @ prime plus one. Short term financing options at competitive rates may be available to qualified buyers with a good credit history. |
| Client Revenue Mix | |
| Accounting Services | $75,000 |
| Individual & Business Tax Preparation | $95,000 |
| TOTAL | $170,000 |
| Other Information | |
| Well established tax/ write up office is a good add on opportunity for another Baltimore County/ Baltimore firm or a firm looking for a North Baltimore County location. The Practice, which utilizes UltraTax and QuickBooks software, operates out of leased office space that expires in December 2025. Seller can assist the Buyer in obtaining a new lease from the landlord along with providing a smooth transition after the sale. | |
I-95 & 695 Corridor, MD Practice Profile |
|
| Reference No. | MD-9264 |
| Status | Available |
| Asking Price | $210,000 |
| Gross Revenue | $180,000 |
| Terms | 80-90% down. Remaining balance to be paid over 2 years @ prime plus one. Short term financing options at competitive rates may be available to qualified buyers with a good credit history. |
| Client Revenue Mix | |
| Accounting Services | $75,000 |
| Individual & Business Tax Preparation | $105,000 |
| TOTAL | $180,000 |
| Other Information | |
| Well established tax/ write up firm, looking to sell its Baltimore County office, is a good add on opportunity for another Baltimore County firm or a firm looking for a Baltimore County location. The Practice, which utilizes UltraTax and QuickBooks software, operates out of leased office space that expires in July 2025. Seller will provide a smooth transition after the sale. | |
Laurel/Columbia Area Buy-In, MD Practice Profile |
|
| Reference No. | MD-8302 |
| Status | Available |
| Asking Price | $270,000 |
| Gross Revenue | $200,000 |
| Terms | 80-90% down. Remaining balance to be paid over 2 years @ prime plus one. 7–10 year commercial financing available to qualified buyers with good credit history and NO prior Bankruptcies. |
| Client Revenue Mix | |
| Accounting Services | $12,000 |
| Individual Preparation | $188,000 |
| TOTAL | $200,000 |
| Other Information | |
| Well established tax/ write up practice is seeking a practitioner to purchase up to a 20% stake or $200k of a $1 million firm, Seller is looking for an energetic individual, who wants an ownership interest which can grow over time. Practice utilizes UltraTax and QuickBooks software. Seller owns the office space which can accommodate the new member. | |
Baltimore, MD Practice Profile |
|
| Reference No. | MD-10248 |
| Status | Available |
| Asking Price | $245,000 |
| Gross Revenue | $205,000 |
| Terms | 80-90% down. Remaining balance to be paid over 2 years @ prime plus one. 7 to 10 year financing at competitive rates available to qualified buyers with good credit history and NO prior Bankruptcies. |
| Client Revenue Mix | |
| Individual & Form 1041 Tax Preparation Services | $102,000 |
| Business Tax & Accounting Services | $103,000 |
| TOTAL | $205,000 |
| Other Information | |
| Well established practice, with good fees and near a major highway, is a nice add on to an existing practice. The Seller owns the building and will provide a reasonable office lease. Tax returns are prepared using Tax Wise software. Seller will provide a smooth transition after the sale. | |
Eastern Montco, PA |
|
| Reference No. | NASI-6101 |
| Status | Available |
| Asking Price | $825,000 |
| Gross Revenue | $750,000 |
| Terms |
75-90% down. Remaining balance to be paid over 3 years @ prime plus one. 7-10 year financing at competitive rates available to qualified buyers with good credit history and NO prior bankruptcies. |
| Client Revenue Mix | |
| Individual Tax Services | $450,000 |
| Accounting Services | $300,000 |
| TOTAL | $750,000 |
| Other Information | |
| Very well-established tax/ write up firm in Montgomery County, with a good client base and seasoned staff. The Practice, which utilizes ProSeries and QuickBooks software, has 2 years remaining on a lease with a “good guy” clause if a prospective buyer is not interested in the space. Both staff and Seller have interest in staying on after the closing. Seller will provide a smooth transition after the sale. | |
Chester County, PA |
|
| Reference No. | PA-7225 |
| Status | Available |
| Asking Price | * |
| Gross Revenue | $1,700,000 |
| Terms |
Merger terms to be negotiated based upon size and profitability of the respective parties. Seller is seeking qualified buyers with a good credit history. |
| Client Revenue Mix | |
| Individual & Business Tax Services | $1,150,000 |
| Accounting & Bookkeeping | $550,000 |
| TOTAL | $1,700,000 |
| Other Information | |
| Established Chester County tax/ write up practice is seeking a MERGER or Partial Buy-In with another Chester County firm or a Philadelphia area firm seeking a presence in Chester County. The Practice, which utilizes Pro Series and QuickBooks software, operates out of leased assumable office space. Seller and __ FT/PT staff will be coming along as part of the merger. | |
North Central Montgomery County, PA Practice Profile
|
|
| Reference No. | PA-860C |
| Status | On Hold |
| Asking Price | $450,000 |
| Gross Revenue | $365,000 |
| Terms | 70-90% down. Remaining balance negotiable with Seller. Bank financing at competitive rates available to qualified buyers with good credit history and NO prior Bankruptcies. |
| Client Revenue Mix | |
| Individual & Business Tax Services | $268,500 |
| Accounting & Bookkeeping | $96,500 |
| TOTAL | $365,000 |
| Other Information | |
| Well established write-up/tax practice is a nice add on to an existing PA firm. Practice, which utilizes ATX & CCH software, operates out of owner owned office space. One full-time and three part-time employees contribute to very nice profitability. Seller will provide a smooth transition after the sale and will consider staying on after the closing in a reduced capacity. | |
Lake County, IL Practice Profile
|
|
| Reference No. | IL-1044 |
| Status |
ON-HOLD |
| Asking Price | $155,000 |
| Gross Revenue | $140,000 |
| Terms | 80-90% down. Remaining balance to be paid over 2 years @ prime plus one. Short term financing options at competitive rates may be available to qualified buyers with a good credit history. |
| Client Revenue Mix | |
|
Accounting Services Other |
$61,000 $12,000 |
|
Individual & Business Tax |
$67,000 |
| TOTAL | $140,000 |
| Other Information | |
| Well established tax/ write up firm is a good start up or add on opportunity for another Lake County practitioner or a firm looking for a Lake County location. The Practice, which utilizes TaxAct and QuickBooks software, operates out of leased office space that may be assumable. Bilingual fluency is a big plus. Seller will provide a smooth transition after the sale. | |
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(201) 745 – 4663