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Multi-Unit Tax & Financial Services Franchise – Royalty Income + Expansion Rights


Listing Number: BBF-1282-000118

Category: Accounting
SIC Code: 8721
Detail: Tax Practice

Price: $978,380
Down Payment: $978,380
Gross Sales: $728,380
Discretionary Earnings: $227,380

Location: Saint Lucie County, Florida, USA


Business Description

Rare opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the stable and recession-resistant tax and financial services industry. This unique offering provides both direct service income and passive royalty revenue, making it an attractive investment for an entrepreneur or financial services professional.

The business includes two company-owned storefront locations situated in high-traffic retail centers with strong visibility and consistent customer traffic. These established offices generate revenue through tax preparation, financial services, and related client support services.

In addition to revenue generated from the two operating locations, the buyer will also receive royalty income from four additional franchised units operated by independent owners within the protected territory. This structure provides an additional passive revenue stream while maintaining strong brand presence across the region.

As part of the acquisition, the new owner will also receive exclusive territorial rights to develop and sell up to four additional franchise locations. This creates significant growth potential through new franchise sales, upfront franchise fees, and ongoing royalty income from future operators.

This opportunity is ideal for an entrepreneur, tax professional, or investor seeking a scalable business model with multiple revenue streams and long-term expansion potential.


Key Highlights

  • Two company-owned tax and financial service storefronts

  • Located in high-traffic retail centers

  • Royalty income from four existing franchised units

  • Protected territory rights

  • Ability to open or sell up to four additional franchise locations

  • Multiple revenue streams: direct services + royalties

  • Positioned in a recession-resistant industry

  • Strong growth potential through franchise expansion


Business Details

  • Relocatable: No

  • Home Based: No

  • Franchise: Yes

  • Lender Pre-Qualified: No

  • May Qualify For Visa: No


Assets

Asset Value Included
Accounts Receivable $0 No
Inventory $20,000 Yes
Furniture, Fixtures & Equipment $50,000 Yes
Leasehold Improvements $75,000 Yes
Real Estate $0 No
Total Assets $145,000 Yes


Listed By: John Bucher

Finance

Sales:

$728,380

Price and terms

Price:

$978,380