St Charles County CPA Firm

SOLD

This St Charles County CPA seller is approaching retirement but will be available to assist with the smooth transition of the business to a new owner. The firm offers a great mix of services with a steady stream of revenues. The firm is well established, has a great reputation in the area, and has a website that continues to bring in new clients. With a well-trained staff in place and client checklists and procedures in place for each client, the firm yields a nice cash flow to the owner!

Asking Price

$1,400,000

Annual Gross

$1,400,000

Revenue Breakdown:

49% Accounting, bookkeeping and payroll services

20% Income tax preparation services for individual clients

21% Income tax preparation services for business and other clients

3% Audits and reviews

7% CFO and consulting services

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How to Buy with Confidence

Our experience in the industry makes the transaction simple.

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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.

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.

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.

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