Overland Park CPA Firm

SOLD

Well established and well known in the area. Increasing revenues with a good revenue mix. Great staff in place. Great office space available for continued lease. Owner available to assist with a smooth transition.

Asking Price

$800,000

Annual Gross

$800,000

Revenue Breakdown:

27% from accounting services

47% from income tax preparation services for individual clients

17% from income tax preparation services for business clients

6% from miscellaneous services

2% from payroll services

1% from income tax preparation services for trust clients

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Asking Price

$520,000

Annual Gross: $520,000

Listing #: KS1110

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How to Buy With Confiedence

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 — ensures client retention and a smooth handoff.

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