The company is a full-service accounting and tax preparation firm that provides bookkeeping, payroll, sales tax, and income tax filing services predominantly throughout a Southwest state. The company tailors its various service offerings to the specific needs of each individual client, creating a unique and customizable client experience.
Key Aspects
- From 2023 through 2025, the company reports an impressive revenue growth of 33.3% and an average adjusted EBITDA margin of 24.5%
- The company generates approximately 95% of revenue from repeat clients, reflecting a well-established client network with long-standing connections.
- Management identifies responsive communication and a personalized, collaborative approach to client service as key differentiators.
- With nearly 20 years of experience, the company holds a strong reputation as a trusted partner throughout the client lifecycle.
Opportunities
- Further develop fractional CFO consulting services to further diversify revenue streams.
- Cross-sell bookkeeping, payroll, and tax planning services to existing clients who currently use only one service.
- Conduct a targeted marketing campaign to identify and secure new clients throughout the various markets serviced.
- Recruit additional certified public accountants (CPAs) to increase
service capacity.
• Develop referral relationships with attorneys, financial advisors, and business bankers to supplement word-of-mouth referrals.
Headquartered
· Southwest United States
Current Markets
· The company is industry and end-market agnostic serving small businesses, municipalities, non-profits, schools, and individuals.
Real Estate
· The company operates from a 4,000 sq. ft. office facility in the Southwest United States, which is leased from an affiliated entity. Ownership is open to including the facility in the sale of the company or leasing the facility to new ownership post-sale.
Shareholder Objectives
·The company is owned by one majority and one minority shareholder. The majority shareholder wishes to remain with the company post-sale to assist with future growth, while the minority owner is not active in the company and expects to fully exit. Ownership is open to various deal structures to facilitate a transaction.
