Springfield Area CPA Firm

NEW

This Springfield area CPA firm is ready for new ownership. The sellers are looking to pursue other interests and are seeking a CPA or EA buyer. With an experienced staff and tech savvy clients, the firm has a good fee structure and solid monthly recurring revenues. Current location is available for sale or lease and has room for growth. Sellers are willing to assist with a smooth transition to the new owner

Asking Price

$1,055,000

Annual Gross

$975,000

Revenue Breakdown:

19% Monthly accounting and bookkeeping services

24% Payroll services

28% Income tax preparation services for individuals

15% Income tax preparation services for business clients

4% Non-tax consulting

10% Other services- monthly subscriptions and retainers

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.

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 — ensures 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.