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Blue Springs CPA Firm

SOLD
The sellers of this Blue Springs CPA Firm are ready to sell and pursue other business interests. The office space is available for continued lease or the building is also available for sale. The firm offers a good mix of services, a large number of business clients and a strong fee structure. The buyers are seeking a CPA buyer. This is a partial sale of the firm’s client base.
Asking Price
$365,000
Annual Gross
$365,000
Revenue Breakdown:
17% Accounting, bookkeeping and payroll services
55% Income tax preparation services for individual clients
24% Income tax preparation services for business and other clients
4% QB consulting services and miscellaneous 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.

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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 to assist with client retention and a smooth handoff.

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