SE MO CPA Firm
The Opportunity
The owners of this reputable Southeast Missouri practice with two established locations are seeking a qualified CPA to carry on their legacy as they prepare for retirement. This is a turnkey opportunity featuring a diverse client base, a solid local reputation, and nice owner cash flow.
Key Highlights
• Established Presence: A well-known firm in the region with a deep-rooted client history.
• Turnkey Infrastructure: Two physical office locations available for continued use.
• Seamless Handover: The sellers are committed to a smooth transition period post-closing to ensure client retention.
• Balanced Revenue: A healthy mix of recurring accounting work along with tax and audit services.
Revenue Breakdown:
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How to Buy with Confidence
Our experience in the industry makes the transaction simple.
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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