Kansas City, MO Accounting & Tax Practice

SOLD

High net worth clients, great cash flow to the owner, and a great location are some of the reasons to consider this firm in Kansas City, MO. The owner is ready to approach retirement. The owner and the long-term staff will be available to assist with a smooth transition of the clients after closing. The business is well known and well established in the area.

Asking Price

$499,000

Annual Gross

$450,000

Revenue Breakdown:

64% Accounting and bookkeeping

34% Income tax preparation services for individual and business clients

2% Payroll and miscellaneous services

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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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