Lee’s Summit Tax and Accounting Practice (partial sale)
The Opportunity
An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee’s Summit, Missouri. Ideal acquisition for a licensed CPA, EA, or experienced practitioner seeking to expand their existing footprint or establish a lucrative independent practice. This practice offers a balanced revenue mix of recurring monthly services and robust seasonal tax preparation. Perfect for a qualified buyer looking for strong cash flow, well-organized systems, and an established, modern client base.
Practice Highlights
• High-Tech Infrastructure: Modern operation with the majority of clients utilizing an electronic portal, ensuring smooth administrative workflows and efficient remote or hybrid capabilities.
• Strong Fee Structure: Nice billing rates reflecting high client retention and quality service delivery.
• Seamless Transition: Experienced seller is committed to providing hands-on transition support to assist in a successful client retention and handoff process.
Revenue Breakdown:
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How to Buy with Confidence
Our experience in the industry makes the transaction simple.
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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