Details

DESCRIPTION:
The firm is a nationwide, full-service tax resolutions company. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with the Internal Revenue Service while taking into consideration a client’s ability to pay without financial hardship or asset seizures.


KEY ASPECTS:
· Strong year-over-year growth since operations began in 2017
· Firm has monetized a niche market with very little competition
· Strong profit margins, with net income averaging 28.5% of total revenue since its inception in 2017
· Strong management team with decades of industry experience
· Tax management program offers repeating revenue opportunities in addition to one-time service fees




OPPORTUNITIES:
· Increase advertising and business development to market to an underserved client base
· Leverage debt to rapidly grow operations
· Partner with additional affiliate firms to increase new client generation and establish further mutually beneficial partnerships
· Acquire similarly-sized niche competition to roll into a single firm
· Open additional offices to serve new geographic markets


MARKET CURRENTLY SERVED:
· The firm serves individuals and commercial businesses across the United States seeking tax resolutions, with a current client base focused within the state of Texas.


HEADQUARTERED:
· Texas, U.S.


REAL ESTATE:
· The firm operates from two office facilities located in Texas, which are both leased from unrelated third parties. There is room for additional lease space in both locations, and the business is highly relocatable.


SHAREHOLDER OBJECTIVES:
· The two shareholders are seeking separate options. One would like to exit the business to pursue other, unrelated opportunities, and the other would like to stay on and assist with growth of the firm. Both are flexible and option to various deal structures including alternatives.

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