Established Utah Tax and Accounting Firm with Two Locations

Utah & Uintah Counties, UT

Financial Services

Established Utah Tax and Accounting Firm with Two Locations

Asking price

$1,295,000

Cash flow (TTM)

$355K

Reported by seller

Revenue (TTM)

$845K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established Utah Tax and Accounting Firm with Two Locations.

This well-established accounting practice in Utah serves 898 active clients from two distinct offices, strategically located in the Wasatch Front and Uintah Basin. The firm boasts a low client concentration, with the largest client contributing only 2.72% of revenue, and the top fifteen clients accounting for less than 17%. Approximately 37% of the clientele utilizes multiple services, including tax, bookkeeping, and payroll, which generates 60% of total billings, ensuring about 90% of revenue recurs annually. In 2025, the practice reported $845,118 in revenue and $355,063 in seller's discretionary earnings, achieving a 42.0% profit margin, with a notable 24.3% increase in SDE over two years driven by margin improvement. As of June 2026, revenue is tracking 6.6% higher than the same timeframe in 2025. The practice has a robust referral network built over sixty years, with no marketing expenses. One partner will retire at closing while providing 30 days of transition support, and the other will remain as a contractor for 12 months to ensure client continuity. SBA financing options are available through a preferred lender.

The fine print

Detailed information.

IndustryFinancial Services
Employees5
Real estateLeased
Reason for sellingRetirement and partner exit
LocationUtah & Uintah Counties, Utah
Year established2019
Monthly rent$5,300/mo
Contact number

BizScout Score

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Recent comparable sales

Industry context

The industry this business sits in.

Size, momentum, structure, and where the risk concentrates.

Location & catchment

Utah & Uintah Counties, Utah

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

$1,295,000

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