Overland Park CPA Firm

SOLD

This fast-growing CPA firm in Overland Park offers a great cash flow to the owner, with a steady, year-round revenue stream! The owner is approaching retirement, however, will be available to assist with a smooth transition of the client base and employees to a new owner. The firm is housed in a Class A office building, professionally decorated, located in an upscale business park. The seller is seeking a CPA buyer that is not currently involved in the financial services industry. The firm also boasts of long-term client relationships and detailed work plans in place for all business clients. The firm has continued to experience a large amount of growth for the past many years.

Asking Price

$925,000

Annual Gross

$860,000

Revenue Breakdown:

34% Accounting, bookkeeping and payroll services

19% Income tax preparation for individuals

23% Income tax preparation for business clients

14% Tax planning and consulting

10% Business consulting

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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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