Under Contract
Integrated Tax & Insurance Practice - North Alabama
Tax and Insurance Practice in North Alabama
On NextCompany since October 13, 2026 (1 day)
AL area
Business overview
This North Alabama practice combines tax services with independent insurance offerings. It operates from multiple offices and serves a large, loyal recurring client base. Clients return for multiple touchpoints each year. Gross revenue totals $2,037,000, and cash flow totals $410,000. The asking price is $1,750,000. An experienced team handles operations with limited daily owner involvement. A more engaged full-time owner-operator could pursue revenue growth and operating efficiencies.
Who is a good fit for this business
- Owner-operators who want to take a fuller role in a tax and insurance practice with an experienced team.
- Strategic acquirers seeking a recurring client base across tax services and independent insurance.
Details
Frequently Asked Questions
Clients return for multiple touchpoints each year across the practice's tax and independent insurance services. The practice serves a large, loyal recurring client base.
An experienced team has substantially reduced the owner's daily involvement. A more engaged full-time owner-operator could pursue revenue growth and operating efficiencies.
The practice operates from multiple offices in North Alabama. Its services span tax work and independent insurance.