South Central KS Tax and Bookkeeping Firm

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The Opportunity
S Central KS Tax & Bookkeeping Firm is a well established, highly reputable, fully paperless, two-location accounting and tax practice located in South Central Kansas. The seller is seeking a CPA or EA buyer. The firm is known for its long standing presence and exceptional client relationships and has built a strong brand and a loyal following across both individual and business markets. This is a turnkey opportunity for an experienced tax and accounting professional, multi office firm, or strategic buyer seeking immediate revenue, operational efficiency, and a strong foothold in a stable Kansas market.

Practice Highlights
• Turnkey Operations: A skilled, experienced, and reliable staff is already in place to manage day-to-day operations.
• Location Continuity: The practice operates in two locations with both offices available after the sale to ensure a seamless employee and client experience.
• Transition Support: The seller is fully committed to assisting with a smooth and successful handover during the transition.
• Financials: Built on quality service and strong client retention, the firm features a favorable fee structure that yields consistent cash flow to the owner.

Asking Price
$425,000
Annual Gross
$425,000
Revenue Breakdown:
23% Accounting and bookkeeping services
12% Payroll services
49% Income tax preparation services for individuals
16% Income tax preparation and other business services for business clients

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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.

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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.

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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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