NE Missouri CPA Firm

SOLD

The sellers of this NE Missouri CPA firm are ready to sell and pursue other interests. The firm is located in a nice town that services a large market area. The firm offers a great cash flow to the owners, a large number of business clients, and a good mix of revenues. The office building is located in the heart of town, and is available for continued lease or purchase.

Asking Price

$370,000

Annual Gross

$500,000

Revenue Breakdown:

45% of revenues from monthly and quarterly bookkeeping & compilation services

29% of revenues from income tax preparation for individuals

21% of revenues from income tax preparation for business clients

5% of revenues from review 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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