Johnson County and West of KC, KS CPA Firm (2 locations)

NEW

The Opportunity
A premier, long-established CPA firm with a well-respected reputation and deep roots in the Kansas City area is available for acquisition. Operating out of two strategic locations—a primary office in prestigious Johnson County and a secondary office located west of Kansas City, KS—this turnkey practice offers a stable, loyal client base and consistent year-over-year growth.
The practice is ideal for an individual CPA, a growing partnership, or an existing firm seeking expansion in the vibrant KC metropolitan market. Please note: Buyers providing financial planning services will not be considered.

Practice Highlights
• Established Reputation: Decades of goodwill, brand recognition, and community trust.
• Dual Strategic Locations: Excellent footprint covering high-income demographics in Johnson County as well as an additional community west of KC.
• Exceptional Team: Dedicated, experienced staff in place to ensure seamless continuity and client retention during ownership transition.
• Healthy Margins & Fee Structure: Solid fee structure delivering consistent cash flow.
• Smooth Transition: Retiring owner is committed to providing a reasonable and supportive transition period.

Asking Price

$1,100,000

Annual Gross

$1,000,000

Revenue Breakdown:

11% Bookkeeping and payroll services

60% Income tax preparation services for individuals

26% Income tax preparation services for business clients

1% Income tax preparation services for other entities

2% 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.

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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