Seeking capital.
40-year-old tax preparation business. Mostly individual tax returns, but other nonprofit, small business, homeowners association, and other organization returns performed, as well as some bookkeeping.
95% customer retention rate, currently turning away###-###-#### new customers every year from word of mouth referrals.
Current owner spends only 300 hours per year on business, doesn't perform any tax work, and hasn't added any marketing or hiring to grow.
Located in desirable Chicago neighborhood, single office that has plenty of space for more employees. Currently only 3 employees, with temporary staff hired each tax season.
industry
Finance
Finance
location
Chicago, IL, USA
Chicago, IL, USA
revenue
$640,000
$640,000
ebitda
$320,000
$320,000
SBA eligibility
yes
yes
collateral
Cashflow
Cashflow
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