East Kansas City Area CPA Firm

SOLD

The seller of this growing East Kansas City CPA firm is approaching retirement and ready to sell. They would be willing to continue working a few years after the sale as needed by the buyer. The firm offers a great mix of services, a large number of business clients and a nice cash flow to the owner! They are seeking a CPA or EA buyer for the business.

Asking Price

$325,000

Annual Gross

$300,000

Revenue Breakdown:

34% Accounting, bookkeeping and payroll services

45% Income tax preparation services for individual clients

15% Income tax preparation services for business clients

6% Other services including non-tax consulting, sales tax & property tax filings

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How to Buy With Confiedence

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.

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