This Connecticut-based professional services business has served its community for more than 15 years and has built a strong local reputation supported by excellent customer reviews and long-standing client relationships. The company provides a diversified suite of tax, bookkeeping, business formation, administrative, compliance, and document-support services to individuals, small businesses, and commercial operators.
A key strength of the business is its ability to generate multiple revenue streams from the same client base. Tax preparation customers can be cross-sold bookkeeping, business registrations, compliance support, and other recurring services, creating year-round customer touchpoints and reducing reliance on seasonal tax revenue. This integrated service model supports client retention, recurring revenue opportunities, and deeper penetration of existing client relationships.
The business has demonstrated year-over-year revenue growth despite operating on a part-time basis, providing meaningful upside for a buyer who can dedicate greater attention to the operation. Growth opportunities include expanding service capacity, adding payroll services. increasing marketing efforts, extending operating hours, and implementing a more systematic cross-selling strategy across the existing customer base
The opportunity may appeal to a range of buyer profiles. An experienced professional can take a hands-on role in delivering and expanding services, while a more management-focused buyer can oversee a trained team and concentrate on business development and operations. The business may also be suitable for a buyer without prior industry experience, subject to applicable licensing or professional requirements, with appropriate training and transition support from the seller.
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This Connecticut-based professional services business has served its community for more than 15 years and has built a strong local reputation supported by excellent customer reviews and long-standing client relationships. The company provides a diversified suite of tax, bookkeeping, business formation, administrative, compliance, and document-support services to individuals, small businesses, and commercial operators.
A key strength of the business is its ability to generate multiple revenue streams from the same client base. Tax preparation customers can be cross-sold bookkeeping, business registrations, compliance support, and other recurring services, creating year-round customer touchpoints and reducing reliance on seasonal tax revenue. This integrated service model supports client retention, recurring revenue opportunities, and deeper penetration of existing client relationships.
The business has demonstrated year-over-year revenue growth despite operating on a part-time basis, providing meaningful upside for a buyer who can dedicate greater attention to the operation. Growth opportunities include expanding service capacity, adding payroll services. increasing marketing efforts, extending operating hours, and implementing a more systematic cross-selling strategy across the existing customer base
The opportunity may appeal to a range of buyer profiles. An experienced professional can take a hands-on role in delivering and expanding services, while a more management-focused buyer can oversee a trained team and concentrate on business development and operations. The business may also be suitable for a buyer without prior industry experience, subject to applicable licensing or professional requirements, with appropriate training and transition support from the seller.
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The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.
FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.
The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.
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