Trading for 20+ years, the company offers a wide range of taxation services including comprehensive consulting and compliance for US individual tax, corporate and partnership tax, estate and gift tax matters and IRS negotiations, as well as providing guidance on US green cards and citizenship.
The business has an excellent reputation within the industry as a ‘go to’ firm for complex US tax matters. The business also works with a number of professional services firms with these established relationships providing a steady flow of referrals. Clients include UK resident Americans with small businesses and trust funds, UK resident Americans giving up their US citizenship, and UK taxpayers with royalties, investments, and employers stateside.
Posting solid profits on consistent revenue streams, 80% of the clientele are UK based with the remaining 20% based Worldwide. Although currently rooted in the South East, this could be a relocatable opportunity for any potential acquirer owing to the hybrid working model currently in place.
A team of 6 extremely efficient and experienced staff are in situ delivering premium service levels, whilst the business boasts a very impressive client retention rate as well as a significant number of new customers onboarded annually.
Up to date and well organised processes and systems are in place ensuring a smooth transition for any incoming prospective acquirer.
This is an ideal opportunity for a larger or similarly orientated tax consultancy firm looking to accelerate growth with the addition of a well-managed, self-sufficient and highly reputable business.
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