Rural NW Missouri Audit & Tax Firm

SOLD

This rural NW Missouri Audit & Tax Firm is well established and well known in the area. The firm offers a good fee structure, a nice mix of services and a good cash flow to the owners. The office building is available for continued lease, and the owners are available to assist with a smooth transition of the business to a new owner. This firm could be operated as a “drop off/pick up” location.

Asking Price

$560,000

Annual Gross

$560,000

Revenue Breakdown:

8% Accounting, bookkeeping and payroll services

26% Income tax preparation services for individuals

10% Income tax preparation services and tax planning services for business clients

51% Audits

5% Compilations

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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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