Lee’s Summit Tax and Accounting Practice (partial sale)

NEW

The Opportunity
An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee’s Summit, Missouri. Ideal acquisition for a licensed CPA, EA, or experienced practitioner seeking to expand their existing footprint or establish a lucrative independent practice. This practice offers a balanced revenue mix of recurring monthly services and robust seasonal tax preparation. Perfect for a qualified buyer looking for strong cash flow, well-organized systems, and an established, modern client base.

Practice Highlights
• High-Tech Infrastructure: Modern operation with the majority of clients utilizing an electronic portal, ensuring smooth administrative workflows and efficient remote or hybrid capabilities.
• Strong Fee Structure: Nice billing rates reflecting high client retention and quality service delivery.
• Seamless Transition: Experienced seller is committed to providing hands-on transition support to assist in a successful client retention and handoff process.

Asking Price
$249,000
Annual Gross
$214,000
Revenue Breakdown:
25% Accounting, Bookkeeping & Payroll
56% Individual Income Tax Preparation
15% Business Income Tax Preparation
4% Other Tax Preparation Services

I Want to Know More About this Listing!

How to Buy with Confidence

Our experience in the industry makes the transaction simple.

Icon of person with options surrounding them

Phase 1:

Locating a Firm to Purchase

Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.

IconClipboard

Phase 2:

Negotiations and Due Diligence

Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.

Icon of 2 hands shaking

Phase 3:

Closing and Transition

Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly to assist with client retention and a smooth handoff.

Don't See What You're Looking For?

Be among the first to know when new listings become available in your area.