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Listed by:

JAG Valuations

Well-Established Financial And Tax Services Practice For Sale

Northeastern Ontario, Ontario, Canada
Asking Price:
$500K - $1M (CAD)
Sales Revenue:
$1,000,000 (CAD)
Cash Flow:
$215,000 (CAD)

Excellent opportunity to acquire an established financial and tax services practice in Northeastern Ontario. The firm provides diversified accounting, tax, bookkeeping, and consulting services supported by a loyal client base, with approximately 90% recurring revenue and a proven history of growth. The experienced team of five employees has long-standing client relationships and provides continuity for a purchaser.

Service offerings are well diversified across personal and corporate tax, financial statements, bookkeeping, estate and trust tax services, and business consulting. The practice benefits from an established reputation, strong client retention, and opportunities for growth through expanded service offerings, technology adoption, and operational efficiencies. The owner is planning for retirement and is willing to assist with a smooth transition.

The property is owned by the seller and is open to negotiate a long-term lease.

Property Information

Location:

Northeastern, Ontario

Premises Details:

Operates from 2,000 sq ft office space. The office is owned by the seller and is open to negotiate a long-term lease.

Size in square feet:
2,000

Business Operation

Management type:
This business is owner operated.
Expansion Potential:

Positioned to grow with strong historical growth, consistent interest from customers for expanded services; and manual processes that could benefit from technological adoption.

Competition / Market:

Well established and good reputations.

Reasons for selling:

Current owner is retiring.

Employees:
5 employees, experience ranging from 2 to 21 years.

Other Information

Related Documents:

Listed by

JAG Valuations