Louisville CPA Firm

SOLD

This Louisville seller is approaching retirement and looking for a CPA buyer for his CPA firm. The firm offers a loyal client base, good location, nice mix of work, and a dedicated staff. Building is available for continued lease and seller is available to assist with a smooth transition.

Asking Price

$263,000

Annual Gross

$263,000

Revenue Breakdown:

23% accounting and and bookkeeping services

12% payroll services

31% income tax preparation services for individuals

20% income tax preparation services for business clients

3% income tax preparation services for trusts and non-profits

2% audit (1 client)

9% miscellaneous services

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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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