Tax, insurance services for Latin community.

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Asking Price

$12,000,000

FOR SALE - ACTIVE

Detailed Information

Location

Miami, FL (Miami-Dade County)

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BUYER ANALYSIS

Down Payment

% down

Payback Period

months

Annual Debt Service

% interest, year term

Cash Flow After Debt Service

Debt Service Coverage

x

COMPANY FINANCIALS

Cash flow

(% CF Margin)

Revenue

Furniture, Fixture &
Equipment

Inventory

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Business Description

This established business offers comprehensive accounting, tax preparation, and insurance services primarily catering to the Latin American community in Miami-Dade County. With a focus on personal and corporate tax returns, bookkeeping, ERC filing, and property and casualty insurance, the company serves a client base that is predominantly Spanish-speaking, with a breakdown of services showing a strong emphasis on personal tax returns. The company currently operates from six branches, with plans to expand to open two more fully equipped branches in January 2025. Employing a team of 15 full-time employees, including the owner, the business scales up its workforce during tax season by bringing on additional tax preparers. As part of its growth strategy, the company adheres to well-documented standard operating procedures that have proven successful in expanding its operations and maintaining its high standards of service. By offering tax prep seminars and a training center, the company also invests in the ongoing professional development of its staff, ensuring that all team members are equipped with the necessary knowledge

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Listed By:

Name : Myriam Cohen

Phone Number : Show Phone number

Myriam Cohen typically replies in about 7 minutes

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