Listing Number: BBF-1287-00031
Category: Accounting
SIC Code: 8721
Detail: Tax Practice
Price: $9,000,000
Down Payment: $9,000,000
Gross Sales: $4,319,366
Discretionary Earnings: $2,560,343
County: Miami-Dade
State: Florida
Country: USA
May Qualify for Visa: Yes
Contract Pending: Yes

Business Description

Exceptional opportunity to acquire a highly profitable, full-service accounting, tax preparation, and property & casualty insurance company serving Miami-Dade County. This well-established firm has developed a strong and loyal client base, particularly within the Latin American community, with approximately 85% Spanish-speaking clientele.

The company provides diversified financial and insurance services, creating recurring revenue streams and year-round income stability.

Services Offered

• Personal tax return preparation

• Corporate tax preparation

• Bookkeeping and accounting services

• Tax preparation seminars and professional training

• Property & casualty insurance services

Revenue Breakdown

• Personal Tax Returns: 60%

• Corporate Tax Returns & Bookkeeping: 40%

Operations & Staffing

The company employs 24 full-time staff members, including experienced management and operational personnel. Additional seasonal tax preparers are hired during peak tax season.

The owner and full team are expected to remain post-sale, providing continuity and ensuring a seamless ownership transition.

Locations

Operations currently span six locations, including:

• 4 Accounting & Tax Offices

• 1 Property & Casualty Insurance Office

• 1 Brand-New Fully Equipped Tax & Accounting Office scheduled to open September 2025

Growth & Expansion Opportunities

This business is highly scalable with fully documented Standard Operating Procedures (SOPs) allowing efficient replication of additional branches.

Expansion plans include opening multiple new offices annually, making this an ideal acquisition for:

• Strategic investors

• CPA firms seeking regional expansion

• Financial service platforms

• Visa-qualified owner-operators

Assets Included

• Furniture, Fixtures & Equipment: $400,000 (Included)

Accounts Receivable: $0
Inventory: $0
Real Estate: Not Included

Total Included Assets: $400,000

Financing

PLEASE NOTE:
There is no lender or seller financing available for this opportunity.

To receive a Confidential Information Memorandum (CIM), buyers must provide:

• Executed NDA

• Proof of liquidity for full purchase price

• Buyer background and relevant experience

Business Details

• Relocatable: No

• Home Based: No

• Franchise: No

• Lender Pre-Qualified: No

• Visa Eligible: Yes