The Company is comprised of dozens of franchised locations of a well-known tax preparation and accounting services firm. The recognizable brand provides a steady flow of new clients in addition to legacy/returning clients. As a franchisee, the Company benefits from the advertising spend of the franchisor as well as its back-office automation and client management systems. Growth initiatives can include acquiring additional franchisees and opening new locations.

Management will remain for an agreed upon transition period post-closing, but this is a retirement situation.

Note: This opportunity does not have a CIM