South St Louis Suburb CPA Firm

SOLD

The seller of this S St Louis Suburb CPA Firm is approaching retirement. They are motivated to sell and would consider offering terms, including some seller financing to a qualified buyer. The firm is well known and well established in the area, with a stable, trained staff in place. The office is available for continued lease, and the seller will be available to assist with a smooth transition as needed after the sale. The seller is seeking an experienced CPA or EA buyer.

Asking Price

$272,000

Annual Gross

$272,000

Revenue Breakdown:

17% Accounting, bookkeeping & payroll services

73% Income tax preparation services for individuals

10% Income tax preparation services for business clients

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How to Buy with Confidence

Our experience in the industry makes the transaction simple.

Icon of person with options surrounding them

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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