Accounting Firm Investment Opportunity in Connecticut, United States
CPA firm that offers family office services seeks a partner for rapid expansion.
This transaction has concluded.
Premium Plan
| Established | 30-40 year(s) |
| Employees | 5 - 10 |
| Legal Entity | Limited Liability Company (LLC) |
| Reported Sales | USD 650 thousand |
| Run Rate Sales | USD 720 thousand |
| EBITDA Margin | 30 % |
| Industries | Accounting Firms |
| Locations | Minnesota + 1 more |
| Local Time | 11:07 PM America / Chicago |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
1 million
for
50.0%
stake
(Native Currency: USD 1,000,000)
Reason: To rapidly expand operations.
Includes physical assets worth
USD
50 thousand
Business Overview
- US based firm with 3,000+ clients looking for investment to rapidly expand.
- Completed multiple acquisitions in the past 5 years.
- Instant ROI with offering financial services to new firms that are acquired.
- We immediately reduced costs through increased efficiency and economies of scale.
- Aggressive goals to become a top 100 accounting firm in the next 5 years ($45 million+ revenue)
- Completed multiple acquisitions in the past 5 years.
- Instant ROI with offering financial services to new firms that are acquired.
- We immediately reduced costs through increased efficiency and economies of scale.
- Aggressive goals to become a top 100 accounting firm in the next 5 years ($45 million+ revenue)
Products & Services Overview
Tax, bookkeeping, payroll, accounting, financial services, audit.
Assets Overview
Computers, desks, servers, routers, chairs, and office supplies.
Facilities Overview
Have 4 physical locations and all are rented facilities.
Capitalization Overview
Not Disclosed
Recent Activity
-
Earlier than 15 daysPresident, Consulting Services, Austin, Individual Investor / Buyer connected with the Business
-
Earlier than 15 daysPartner, Accounting, Bengaluru, Corporate Investor / Buyer connected with the Business
-
Earlier than 15 daysPartner, Faridabad, Financial Consultant connected with the Business
Tags:
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