Kansas City Area CPA Firm

SOLD

This Kansas City Area CPA firm has a lot to offer, including a nice mix of work, a large number of business clients, and a great fee structure! The partners are approaching retirement but will be available to work after closing to assist with a smooth transition.

Asking Price

$1,120,000

Annual Gross

$1,110,000

Revenue Breakdown:

27% accounting, bookkeeping and payroll services

46% income tax preparation services for individual clients

25% income tax preparation services for business and other clients

2% tax audits and planning

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First Name

Last Name

Company Name

Asking Price

$1,575,000

Annual Gross: $1,575,000

Listing #: MO1165

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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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