Lake of the Ozarks Area CPA Firm

SOLD

AVAILABLE AFTER 4/18: Located in the beautiful Lake of the Ozarks area, increasing revenues, nice mix of services, and a stable staff in place are just a few reasons to consider this Lake of the Ozarks Area CPA firm! The owners invest a low number of hours in the business to create a nice cash flow. The sellers will be available to assist with a smooth transition to a new owner.

Asking Price

$300,000

Annual Gross

$300,000

Revenue Breakdown:

32% Accounting and bookkeeping services

10% Payroll services

38% Income tax preparation services for individuals

20% Income tax preparation services for business clients

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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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