NE Mississippi Tax & Bookkeeping Firm

SOLD

The seller of this NE Mississippi tax and bookkeeping business is ready to retire. The firm offers low overhead and a great cash flow to the owner and revenues are continuing to grow. Approximately. The office space will continue to be available after the sale.

Asking Price

$895,000

Annual Gross

$850,000

Revenue Breakdown:

35% of revenues are from services provided to small business clients including accounting and bookkeeping services and payroll services

65% of revenues are from income tax preparation services for individuals and 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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