St Charles County CPA Firm

SOLD

The seller of this St Charles County CPA firm is ready to retire. The practice prides itself on personal service and has established a loyal, long-term clientele. Current location is available for continued lease and seller is available for a smooth transition. Revenue breakdown:

Asking Price

$295,000

Annual Gross

$261,000

Revenue Breakdown:

37% Accounting, bookkeeping, & payroll

41% Income tax preparation services for individuals

20% income tax preparation services for businesses

2% Consulting services

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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.

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 — ensures client retention and a smooth handoff.

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