St Louis County CPA Firm

SOLD

A strong fee structure and a great cash flow to the owner are two things you will love about this St Louis County CPA firm! This firm has a strong focus on servicing business clients and has a stable staff in place to handle the workload. The owner is ready to slow down, but would like to continue working for the next few years as needed by a buyer. The office space is available for continued lease.

Asking Price

$1,025,000

Annual Gross

$932,000

Revenue Breakdown:

15% Accounting, bookkeeping and payroll services

36% Income tax preparation services for individuals

39% Income tax preparation services for business clients

5% Tax planning and consulting services

5% BOI reporting

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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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