Business for Sale

Sale Notes: One Time Showing. Closed within 9 months of listing with Sunbelt. Buyer was Wealth Management Firm. $900 Down Payment. Seller incentivized to stay on for 5 years.

Sale Notes: 16 showings and closed within 9 months of signing with Sunbelt. Strategic Buyer. They are rolling up smaller firms and have bought several in the last 5 years.

Well established, full-Service accounting firm located in the East Metro. In 2023, the 720K revenue breakdown consisted of 474K for tax preparation: 100K from 102 business & 17 fiduciary tax returns and 374K from 559 individual tax returns. They provided payroll services for 44 clients totaling 73K in revenue. Accounting services, compilations and consulting added 166K. The firm uses Thomson Reuters suite of products including Ultra Tax. Both Sellers are flexible and will work as needed to ensure a smooth transition. The ideal buyer has t...

Home based tax preparation business with $566,085 in Revenue. 75 1120S’s, 10 1120’s, 55 1065’s and 840 1040 tax returns, billed at around $400-$500 per return. The ideal buyer has their CPA with 5 years or more experience working in a management role or another firm looking to grow through acquisition. Seller uses Lacerte Tax Software and Cloud Services.

Well established CPA firm for sale that provides services in tax preparation, payroll, and advisory services. In 2023, the firm has generated $345K in revenue from a range of client services; 410 individual tax returns accounted for $220K of revenue (64%), 88 business and estate returns earned of $106K of revenue (31%), accounting services and miscellaneous revenue totaled $20K of revenue (5%).
The Seller wants to continue working but would like to have a Buyer take over the ownership responsibilities so they can focus on client work. ...

Well Established CPA firm specializing in Tax Services and Bookkeeping with over 300K in Revenue. 67 1120S’s, 10 1120’s, and 12 1065’s earn approximately 50K of revenue, monthly bookkeeping and payroll earns 100K. 320 1040 tax returns, billed at over $400/return, contributes the other half of the revenue. The ideal buyer has their CPA with 5 years or more experience working in a management role or another firm looking to grow through acquisition. Seller uses Lacerte Tax Software and Cloud Services.

Well Established CPA firm specializing in Tax Services and Bookkeeping with over 280K in Revenue. High Margin clients. Average 1040 is billed at over $700 and over 50% of the revenue is business client related. This firm has excellent clients that pay a premium for good service. The ideal buyer has their CPA with 5 years or more experience working in a management role or another firm looking to grow through acquisition. Seller uses Ulta Tax Software and Cloud Services.

This is an outstanding opportunity to own an established and thriving outsourced bookkeeping and accounting services business that operates in the Twin Cities. The Seller specializes in Non-Profit bookkeeping but has clients in various industries. With the assistance of three part-time employees, this business generated over $265,000 in revenue and $90,000 in cash flow in 2023. This established franchise offers a proven business model, comprehensive training, and advanced technology support. With low overhead costs and a recurring revenue mode...

In 2023, the firm generated $248,600 in revenue from a range of services; 20 individual tax returns accounted for $130K of revenue (52%), 12 C Corps, S Corps, Partnership and Gift returns earned of $54K of revenue (21%). Monthly accounting services revenue totaled $64K of revenue (27%).

We are seeking a Buyer that can deliver a similarly high level of service the clients are accustomed to. The Seller has prepared detailed schedules to track and organize tax and financial matters and are willing to assist with the transition...

This rapidly growing firm offers a range of services, including income tax preparation, bookkeeping, and payroll reporting. Currently, two part-time employees, a bookkeeper and a receptionist, assist the Seller. The Seller wishes to continue working after the sale. While they prefer to maintain operations at the current location, they are open to merging with another firm's office. Seller financing is available for a qualified buyer with at least $70K down. The firm utilizes Drake, QuickBooks, and SurePay software.

Sunbelt Listing I...