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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.

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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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