Proprietary Software Package for Georgia Tax Professionals

FINANCIAL INFORMATION
  • Asking Price: $615,000.00
  • EBITDA:
  • Gross Revenue: $227,568.00
  • Cash Flow: $196,837.00
  • FF & E: N/A
  • Inventory: N/A
  • Financing: No
BUSINESS LOCATION

Georgia

DESCRIPTION

Distinguished provider of specialized tax software solutions based in Georgia with a legacy of innovation, dedication, and unparalleled client experience for over 40 years. Over the years the current owner has established a streamlined process allowing for a flexible schedule, and the capability for the business to be managed from any location.  The busy season requires no more than 40 hours per week, and the rest of the year requires less than 8 hours per week.

INVESTMENT HIGHLIGHTS:

  • Recurring Revenue with Over 750 Loyal Clients 
  • High Client Retention Rate 
  • Minor Direct Competition 
  • Streamlined Operation 
  • Flexible Schedule

GROWTH OPPORTUNITIES:
Opportunities identified for Near-Term Growth:

  • Geographic Expansion: The Company has captured a large market share in the state of Georgia and the company is well-positioned to expand to additional States. 
  • Provide Add-ons to Existing Products: The current products offered by the Company can be easily complemented by developing and implementing add-ons. The Owner’s research and stored information are available assets a motivated owner can utilize to quickly implement this project and increase revenue.

REASON FOR SALE

Retirement.

FACILITIES

This is a home-based business which can be relocated.

Details

  • Home Based: Yes
  • Franchise: No
  • Distressed: No
  • Relocatable: Yes
  • Year Established: 1980
  • Year Acquired: 2010
  • Willing To Train: Seller is willing to train new owner for a smooth transition.
  • Real State Available: No
  • Is Property Leased: Yes
  • Real Estate Included: No
  • Is Management Staying: No
  • Days Open: Monday-Friday
  • Hours Open: 9:00 am - 5:00 pm
  • Full Time Employees: 1
  • Part Time Employees: 0
  • Listing Id: SA1677

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