SW Kansas CPA Firm
The Opportunity
Step into a well-established Southwest Kansas CPA practice boasting a strong fee structure and an experienced, loyal team in place. Generating a nice cash flow for the owner, this turnkey firm is primed for a smooth transition as the current owner approaches retirement and offers transitional support. The practice is fully rooted and positioned to remain in its current location.
Key Highlights
• Strong Cash Flow & Pricing: Features a solid fee structure that delivers a good cash flow to the owner.
• Turnkey Infrastructure: Staffed with an experienced, established team in place to support ongoing operations.
• Balanced Revenue Stream: Offers a highly desirable, year-round revenue mix including 44% recurring accounting/payroll services.
• Sellers Transition Support: The retiring owner is committed to assisting with a smooth and structured transition to ensure client retention.
Revenue Breakdown:
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How to Buy with Confidence
Our experience in the industry makes the transaction simple.
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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