Overland Park CPA Firm

NEW

The Opportunity
An exceptional opportunity to acquire a highly respected, turnkey CPA firm located in the desirable Overland Park community. Known for its premier reputation and deeply loyal, long-term client base, this firm offers an outstanding platform for a couple of CPAs looking for a firm of their own, or an established CPA practice seeking strategic expansion in a thriving market. Because a significant portion of the revenues are derived from attest work, the prospective buyer must hold an active CPA license along with having current audit experience. Sellers are willing to assist with a smooth transition to the new owner.

Key Highlights
• Strong Financial Health: Features a robust fee structure and a high-value roster of business clients.
• Turnkey & Trusted: A fixture in the community with high retention and steady, recurring revenue streams.
• Established Facility: Real estate / lease arrangement allows the buyer to seamlessly remain in the firm’s well-established, current location.

Asking Price

$1,800,000

Annual Gross

$1,500,000

Revenue Breakdown:

24% Accounting, bookkeeping, and payroll

17% Income tax preparation services for individuals

17% Income tax preparation services for businesses, trusts, and non-profits

2% Tax planning

37% Attest services (audits, reviews, comps)

3% Other income

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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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