Established Accounting Firm Available in Portland, OR

Portland, OR

Financial Services

Established Accounting Firm Available in Portland, OR

Asking price

$781,000

Cash flow (TTM)

$300K

Reported by seller

Revenue (TTM)

$630K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established Accounting Firm Available in Portland, OR.

This well-regarded firm boasts a solid and profitable clientele, focusing on top-notch tax compliance and advisory services for various clients, including professionals, businesses, and estates. Services offered include individual and business tax preparation, estate and trust tax compliance, partnership and S-corporation returns, C-corporation returns (limited), fiduciary and trustee services, business consulting, and related compliance filings. Billing rates for 2024 are as follows: Partners at $235–$375/hr, Accountants at $195/hr, and Clerical staff at $115/hr, with an average billable rate of $249/hr. The client base primarily consists of mid-to-high-net-worth individuals such as attorneys, physicians, and executives from companies like Nike and Intel, along with small to mid-sized businesses, particularly in professional services. As of 2024, the firm serves approximately 195 active clients, including 127 individuals, 21 partnerships, 13 S-corporations, 23 trusts, and more. Although new client acceptance has been limited recently, there is substantial growth potential for a new owner.

The fine print

Detailed information.

IndustryFinancial Services
Real estateLeased
LocationPortland, Oregon
Year establishedNot disclosed
Lease expirationNot disclosed
Monthly rentNot disclosed
FF&ENot disclosed
Growth & expansionNot disclosed
Support & trainingNot disclosed
Contact number
Email

BizScout Score

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Recent comparable sales

Industry context

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Location & catchment

Portland, Oregon

Reference data sourced from Census ACS, Census County Business Patterns, and NOAA Climate Normals. Exact address shared after NDA.

Why this deal stands out

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Asking price

$781,000

View on BizScout