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2026-03-14
2026-03-14
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Multi-Branch Accounting and Tax Services with Insurance Division

Financial Services
Miami, FL (Miami-Dade County)
Asking Price:
$9,000,000.00
The total price the seller is asking for the business.
Listing Image

Business Overview

This comprehensive financial services enterprise offers a blend of accounting, tax preparation, and property and casualty insurance tailored predominantly for the Spanish-speaking community within Miami-Dade County. Established in 2011, the business has developed a strong foothold through a diverse service portfolio encompassing personal and corporate tax filings, bookkeeping, and educational tax seminars. Operating across six strategically positioned offices—including a new, fully equipped branch set to launch in 2025—the firm benefits from a well-organized infrastructure and a skilled workforce of 24 full-time employees, supplemented by seasonal tax specialists during peak periods. Extensive documentation and standardized operating procedures facilitate a scalable model designed for systematic replication, supporting anticipated multi-branch growth at an annual pace. This structure positions the company as a solid foundation for investors and operators aiming to deepen their presence within the financial services sector of a dynamic metropolitan market.

Facilities & Infrastructure

  • 4 accounting and tax offices
  • 1 property & casualty insurance office
  • 1 new, fully equipped tax and accounting office scheduled for September 2025 launch

Property Highlights

  • Multiple branch locations enhance client accessibility and service coverage
  • New facility increases capacity and modernizes service delivery capabilities

Key Business Facts

Cash Flow
$2,560,343
Net profit before taxes + owner’s salary + interest + depreciation. Shows total money available.
Gross Revenue
$4,319,366.00
Total annual business income before deducting expenses
EBITDA
N/A
Earnings before interest, taxes, depreciation, and amortization.
FF&E
$400,000
Furniture, fixtures, and equipment included in the sale (e.g., desks, kitchenware, machinery).
Year Established 2011
Employees 24
Inventory
N/A
Value of unsold products, materials, or merchandise. If blank, the seller didn’t provide it.
Rent
N/A
Figures presented are seller-provided or estimates and are not audited. Buyer to verify all information during diligence.

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Market Insights

Demographics (County)

Population Growth (5y) -1.11%
U.S. Avg. +4.1%
Median Household Income $68,694
U.S. Avg. $74,600
Median Age 40.80
U.S. Avg. 38.9
Bachelor’s Degree+ 33.21%
U.S. Avg. 38%

Economy

State GDP $1,309,392M
U.S. Avg. $28.8T
GDP YoY 5.09%
U.S. Avg. +2.4%
Unemployment 1.94%
U.S. Avg. 3.9%

Crime & Safety

Violent Crime / 100k 229
U.S. Avg. 380
Property Crime / 100k 1079
U.S. Avg. 1950
Note No safety note available
U.S. Census Bureau, U.S. Bureau of Economic Analysis, U.S. Bureau of Labor Statistics, FBI Crime Data Explorer.

Growth & Expansion

  • Standardized procedures enable efficient opening of additional branches
  • Strategic plan supports annual branch additions to extend market reach

Operation & Support

  • Comprehensive staff retention ensures operational continuity post-sale
  • Licenses and permits comply with financial services regulations
  • Owner actively involved with staff throughout operations
  • No financing available from seller; buyer must demonstrate liquidity
  • Ownership transition motivated by desire for new leadership direction

Lifestyle Fit

  • Suited for hands-on operators or investor groups seeking scalable models
  • Estimated owner involvement categorized as Active Owner-Operator (40+ hours/week)
  • Owner role likely focused on strategic oversight and staff coordination
  • Proven systems and established team enable structured management and potential semi-remote oversight

Process & Next Steps

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Information deemed reliable but not guaranteed. Buyer to verify all information during due diligence.

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