Virtual Full-Service Firm For Sale: Accounting, Tax & Advisory
About This Practice
What Stands Out
- A specialty buyers pay premiums for: most of the client base sits in one deep niche with year-round work, premium fees, and clients who stay. The specialty is revealed under NDA
- Strong owner earnings: $326K owner-adjusted on $468K of trailing revenue, roughly 70 cents of every revenue dollar reaches the owner
- Durable revenue: over 60% recurring on subscription advisory contracts
- Trained team already in place: two remote accounting specialists and one marketing specialist run the day-to-day work
- Marketing that already produces clients: an inbound engine books consultations weekly, organically, without ad spend
- Fully virtual and full-service: accounting, tax, and advisory under one roof. Run it from anywhere
Why the Premium Is Earned
This firm is priced at a premium on purpose. The price reflects what actually conveys: a high-profit specialty with year-round work, over 60% of revenue recurring on advisory contracts, a trained remote team that stays, a marketing system already installed and producing inbound consultations every week, and a full busy season of paid transition support from the owner. Add a fully virtual, multi-state client base and roughly 70 cents of every revenue dollar reaching the owner. Turnkey commands a premium.
Serious Buyers Start With the NDA
This listing is presented blind to protect the seller's practice and staff. Buyers sign a mutual NDA before they ever learn the firm's name, location, or specialty. After the NDA, and once the seller approves the introduction, a Dream Firms advisor shares deeper information with qualified buyers, one conversation at a time. Verify all figures during due diligence.
This practice is for a buyer who will own it, run it, and serve its clients personally.