– Seller retiring but willing to assist owner in transitioning clients. 

– Strong cash flow with ~50%+ margins and ~$100K+ in owner benefit after add-backs.

– Revenues comprised of individual and business tax (70%), accounting/bookkeeping (29%) and Other Services including Payroll and Consulting (1%).

– Consistent client base with recurring annual tax work providing stability and predictability.

– Key employee in place and willing to remain on staff for new owner.