MS Gulf Coast CPA Firm

REDUCED

The seller of this Mississippi Gulf Coast CPA firm is approaching retirement and seeking to sell to a CPA buyer. The price has been reduced as the seller is motivated to sell the firm before the upcoming tax season. This firm is perfect for a buyer wanting to become a firm owner or for a larger firm seeking another location in the area. The seller is open to assisting with a smooth transition of the clients, and employees are also open to working after the sale as needed. This firm has so much to offer including a great location, strong client relationships built through great client care, a stable staff in place and a steady stream of monthly revenues! The office building is owned by the seller and is available for continued lease after the sale.

Asking Price

$595,000

Annual Gross

$620,000

Revenue Breakdown:

58% Accounting, bookkeeping and payroll services

26% Income tax preparation services for individuals

16% Income tax preparation services for business and other 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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