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South Central Missouri CPA Firm

SOLD
The seller of this well-established CPA firm in south central Missouri is ready to retire. The firm offers a nice mix of work and a loyal client base. Seller is seeking a CPA buyer and will be available for a smooth transition.
Asking Price
$255,000
Annual Gross
$240,000
Revenue Breakdown:
11% Accounting and bookkeeping services
16% Payroll services
46% Income tax preparation services for individual clients
15% Income tax preparation services for business clients
9% Income tax preparation services for other clients
3% Miscellaneous services

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NEW
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Annual Gross: $1,500,000
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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.

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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 — ensures client retention and a smooth handoff.

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