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Finance & Insurance

Turnkey Tax & Financial Services Business

Sunrise, FL, USA
Updated 195 days ago

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and walk-in volume, surrounded by retail, restaurants, and essential businesses that drive consistent customer flow. The company serves a loyal, repeat client base, with strong ties to the local Haitian and Dominican communities. Services include personal and business tax preparation, tax planning, bookkeeping, estate and trust filings, money transfers, and check cashing. The business also integrates with the Can-Do Check Cashing platform, offering scalable revenue opportunities. Run by an experienced husband-and-wife team, the operation is streamlined and ready for transition. Growth opportunities include expanding check cashing volume, adding financial products, and leveraging digital marketing. With consistent cash flow, multiple revenue streams, and a high-demand customer base, this is a turnkey acquisition with upside.

Franchise?

No

Real Estate?

No

Relocatable?

No

Management Will Stay?

Yes

Represented By Broker?

Yes

Financials

Asking Price
$120K
RevenueMost Recent Year
$150K
Earnings (SDE)Last Reported
$60K
Assets Value
Undisclosed
Seller Financing
Yes

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