Off-market Deal: Florida Based Loan and Tax Resolution Services Business ($3M EBITDA)

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‍Project Loan Deal Snapshot

• Listing type: Off-market (buy-side firm)
• Location: Florida
• Industry: Financial Services
• Revenue: $75 million
• EBITDA: $3 million 

Business Overview
Founded in 2000s, this financial solutions provider has grown into a nationwide resource for people and businesses struggling with debt and financial uncertainty. With a team of financial and tax professionals, it focuses on helping clients understand and explore repayment, relief, and restructuring options, delivering personalized plans and support. The company blends professional guidance with an emphasis on client education and long-term financial clarity.

Products & Services
The firm offers a suite of financial support services including student loan repayment strategy and relief assessment, tax debt resolution and negotiation assistance, small business financial support (such as bookkeeping and tax guidance), and credit-related solutions. Services are designed to help clients explore available relief programs, structure affordable payment plans, and better manage complex financial obligations.

Target Customer Base
‍Primary customers include individuals burdened with student loan or tax debt, small business owners seeking financial or tax guidance, and anyone looking for structured support in reducing or resolving complex financial obligations. Clients typically seek professional assistance to simplify difficult financial systems and identify sustainable repayment or relief paths.

Industry Market
The financial services and debt relief sector addresses ongoing demand from consumers and businesses facing legal, tax, and credit challenges. As regulatory landscapes evolve and debt obligations rise, many seek external expertise to navigate assistance programs, negotiate balances, and create manageable financial plans.

Market Geography
Operating nationally with a base in Florida, the company serves a broad U.S. market where personal and business debt challenges are widespread. Large populations and diverse economic conditions across states create ongoing opportunities for firms that provide structured, expert support for complex financial problems and compliance needs.

Next Steps:

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Background Information & Disclaimers: PEmarket is a marketplace for lower middle market acquisition opportunities. We connect qualified acquirers, including strategic buyers, private equity firms, family offices, independent sponsors, and other acquisition professionals, directly with the buy-side and sell-side advisors representing listed opportunities. The information presented is a high-level summary provided solely for informational purposes. It does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product, and it is not intended as investment, legal, tax, or financial advice. This opportunity concerns a potential control-change acquisition of a privately held business. Additional information may be made available to qualified acquirers and other approved parties subject to the requirements of the seller, buyer, or their representative. Certain opportunities may require execution of confidentiality agreements, satisfaction of transaction-specific qualification criteria, and/or additional screening prior to the release of detailed information.

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