Lee’s Summit CPA Firm

SOLD

The seller of this CPA firm located in Lee’s Summit is ready to retire. The firm is well known and well established in the area. The business location will be available to the new owner. The firm offers a nice fee structure, a long-term staff, and a nice mix of work.

Asking Price

$319,000

Annual Gross

$300,000

Revenue Breakdown:

8% from accounting, bookkeeping and payroll services

60% from income tax preparation services for individuals

11% from income tax preparation services for business clients

17% from computer consulting services

4% from miscellaneous services

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How to Buy With Confiedence

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 — ensures client retention and a smooth handoff.

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