Selling a business in the tax resolution and settlement industry requires strategy, confidentiality, and access to the right buyers. Tax resolution firms operate in a highly specialized sector, assisting individuals and businesses with back taxes, IRS negotiations, debt settlements, and compliance issues. Because of the sensitive nature of client relationships and the complexity of financial regulations, finding the right buyer is not as straightforward as selling a more general service business. That’s where a professional business broker comes in. Just as you help your clients prepare for tax season, we will help you plan for selling your business.
The demand for tax resolution services has grown steadily over the past decade. With frequent changes in tax codes, IRS enforcement actions, and the increasing complexity of financial compliance, individuals and businesses often turn to professionals to help them resolve tax debts and avoid penalties.
This demand creates strong interest from buyers, including:
Accounting and CPA firms looking to expand their service offerings.
Financial advisory firms that want to diversify into tax relief.
Private equity groups seeking niche service companies with recurring revenue.
Experienced entrepreneurs who see the potential in a growing sector with repeat business and referral opportunities.
Your company’s established relationships, case success rates, and reputation for trustworthiness can make it especially attractive in the market.
Unlike general business brokers, Synergy Business Brokers focuses on the lower middle market, handling businesses with annual revenues of $700,000 to $70 million. This means we have the expertise to represent companies like yours that are established, profitable, and ready for the next chapter.
Our boutique approach emphasizes:
Confidentiality: Every prospective buyer signs an NDA before learning specifics about your company.
Industry Reach: We have a network of thousands of buyers across industries, including financial services, CPA firms, and private investors.
Experience: We’ve closed deals across healthcare, financial services, technology, and professional services. We know how to tailor the process to unique industries like tax resolution.
The demand for tax resolution services has grown steadily over the past decade. With frequent changes in tax codes, IRS enforcement actions, and the increasing complexity of financial compliance, individuals and businesses often turn to professionals to help them resolve tax debts and avoid penalties.
This demand creates strong interest from buyers, including:
Accounting and CPA firms looking to expand their service offerings.
Financial advisory firms that want to diversify into tax relief.
Private equity groups seeking niche service companies with recurring revenue.
Experienced entrepreneurs who see the potential in a growing sector with repeat business and referral opportunities.
Your company’s established relationships, case success rates, and reputation for trustworthiness can make it especially attractive in the market.
While there is buyer interest, selling a tax resolution company comes with challenges that make working with a broker essential:
Confidentiality: Staff, clients, and competitors should not know the business is for sale until the time is right. A broker protects your identity until a buyer is properly vetted and signs a Non-Disclosure Agreement (NDA).
Specialized Valuation: Determining the right price for your business requires more than reviewing revenue. Factors like client retention, case success rates, compliance history, and recurring income streams must be considered.
Regulatory Concerns: Tax resolution companies must maintain proper licensing and compliance with IRS and state regulations. Buyers want assurance that operations are in good standing, and a broker helps package that information in the right way.
Qualified Buyers: Not every buyer has the financial or operational background to take over a tax settlement company. A broker pre-screens buyers to ensure they have both the funds and the experience necessary.
In FY 2024, the IRS collected nearly $77.6 billion from taxes reported or assessed but not yet paid — a 13.6% increase over the prior year. Installment agreements (i.e. repayment plans) accounted for over $16 billion, up more than 12%. These numbers are great for the industry and help the market for anyone who is trying to sell their company.
If you’re considering selling your tax resolution company, the process typically begins with a confidential consultation. We’ll review your financials, discuss your goals, and provide a preliminary valuation. From there, we market your business, qualify buyers, and guide you through negotiations and closing.
Throughout the process, our priority is ensuring you maximize your return while protecting your company’s reputation and client relationships.
Selling a tax resolution and settlement company is not something you should take on alone. The process involves sensitive client relationships, complex valuation considerations, and the need to find a buyer who can maintain the trust you’ve built with your clients.
At Synergy Business Brokers, we bring the expertise, network, and confidentiality you need to achieve a successful sale. Take a look at our video testimonials to see some past clients. If you’re ready to explore your options, contact us today for a confidential consultation and take the first step toward selling your tax resolution business with confidence.
Are you the owner of a school bus, commercial bus, or charter bus company looking to sell?
Contact Synergy Business Brokers today for a confidential consultation and discover how we can help you maximize the value of your business