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Accounting Firm Investment Opportunity in Connecticut, United States

CPA firm that offers family office services seeks a partner for rapid expansion.
This Business is on a 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 5:50 PM America / Chicago
Listed By Business Owner / Director
Status Active
Overall Rating
Seeking Investment
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
Name, Phone, Email
Not disclosed
Business Name
Not disclosed
User Verification
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)

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
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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