Overland Park CPA Firm

SOLD
The seller of this Overland Park CPA firm is approaching retirement and is ready to sell. The firm is well established and well known in the area. High retention rate, strong referral sources and a strong cash flow to the owner make this firm attractive. The owner will assist with a smooth transition and the office space is available.
Asking Price
$290,000
Annual Gross
$265,000
Revenue Breakdown:
14% Accounting, bookkeeping and payroll services
56% Income tax preparation services for individuals
26% Income tax preparation services for business, fiduciary and other clients
4% Consulting and other miscellaneous services

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How to Buy With Confiedence

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.

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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.

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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.

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