Established Franklin Financial Advisory & Tax Services Practice - 25-Year Client Base

Franklin, Washington

About This Business

This well-established financial services firm has been serving the Franklin, Washington community since 1999, building a loyal client base of over two decades. The business specializes in comprehensive financial planning, tax preparation, and advisory services for individuals and small to medium-sized businesses throughout the region. With strong recurring revenue streams and a professional team of 15 experienced staff members, the practice generates consistent annual revenue of $497,126 with healthy cash flow of $61,906. The business benefits from excellent market positioning in Franklin's growing professional services sector, with established relationships and referral networks throughout the community. The operation includes modern office infrastructure, established client management systems, and proven service delivery processes that ensure continuity and quality. The experienced team is well-trained in current tax codes, financial regulations, and industry best practices. The owner is seeking a qualified buyer to continue this thriving practice due to health reasons. This represents an exceptional opportunity to acquire an immediately operational, profitable business with minimal startup requirements. The turn-key nature of this acquisition makes it ideal for financial professionals or entrepreneurs seeking to enter the market with an established revenue base and experienced staff already in place.

Financial Details

Business Details