Seller's Contact Information

  • RE:  Highly Lucrative Financial Services Business
  • Contact:  Charles Burke
Listing Update!
Update: Highly Lucrative Financial Services Business  is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

Highly profitable financial services business located right in the heart of Boise. Primarily functioning as a local business brokerage firm, the primary source of revenue for the company comes from consulting fees and business transaction commissions that come after assisting local business sellers throughout the process of confidentially selling their company to qualified buyers. Business has a very steady demand of eager clients and specializes in M&A transactions, business valuations, consulting. Business has an extraordinarily consistent marketing engine that has kept motivated clients coming through the doors for decades.

Business is priced to sell and unlike any other financial firms in the area. Please reach out to the listing agent for more information today!

Property Features and Assets:

This is a home based firm and provides the owner an opportunity to be able to set their own schedule so long as they don't mind the frequent phone calls from clients throughout the week. There are very few physical assets as the business runs a very lean sales-oriented model, although one could definitely grow the company into an office space and scale profitability by hiring more employees over time.

Market Competition and Expansion:

Competition in this industry is extremely low and growth potential is high. This is a highly resilient business model and has a proven track-record of consistent performance even throughout times of economic strain, such as the COVID-19 pandemic.

Reason for Selling:

Available Upon Request.

Additional Details:

  • The property is owned.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Highly Lucrative Financial Services Business has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Asking Price: $1,016,250

Profitable Accounting Firm with 15+ years in Phoenix

Phoenix, AZ
Maricopa County

This profitable, medium-sized accounting firm has been providing quality, personalized financial guidance to local individuals and businesses in Arizona for almost 20 years. Founded in 2007, the company works with a wide range of clients with varying degrees of tax complexity. They provide accounting, bookkeeping, payroll, individual tax preparation, and tax planning services, and pride themselves on offering superior customer service. The book of business consists of both corporate and individual clients, with the bulk of revenue coming from tax preparation services during tax season. Revenue has steadily increased YoY, with a 40% increase in gross sales from 2023-2024.The seller works full-time in the business, and has a full-time bookkeeper. Basic office equipment is included, including: desks, tables, chairs, computers, printers, file cabinets; Actual Cash Value of equipment is ~$5,000. The business operates out of a leased space of 1,200 square feet, and has 4 separate rooms with a front reception area. Scaling the business is a matter of increasing outbound new business development, expanding corporate tax service, developing more monthly recurring services, and increasing pricing.The Seller will provide up to 4 weeks of training and orderly turnover to the new owner, at 20 hours per week. They are offering this for both the client side of the business (i.e. introductions to key corporate & individual customers), as well as the operations side of the business (i.e. payroll, working with the accounting software, etc.). Additional training/consulting, if needed, would be available at the seller’s sole discretion, and would be charged at an hourly rate designated by the Seller.The Seller is looking to retire, and will agree to a non-compete for a period of 5 years, post-close of escrow. For a complete business acquisition summary, please contact Justin Turner, Business Broker, at 623-273-0700, or jturner@sunbeltnetwork.com.Financial information shown in this listing (Revenue and Cash Flow) are calculated from the 2024 P&L statementThe business is listed by HUB Commercial, an affiliate of Sunbelt Business Brokers in the State of Arizona. All listing information to be verified by the buyer during due diligence.

Read More
Cash Flow $494,305
Revenue $1,016,250

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