SW MO CPA Firm

SOLD

The seller of this growing SW MO CPA firm is approaching retirement and seeking a CPA or EA buyer. There are so many things to like about this practice including a strong cash flow to the owner, an experienced staff in place and a loyal clientele. The seller is available to assist in transitioning the clients after a sale and the office space is available for continued lease or for sale. The seller is open to offering terms to a qualified buyer.

Asking Price

$640,000

Annual Gross

$640,000

Revenue Breakdown:

12% Accounting and bookkeeping services

24% Payroll services

45% Income tax preparation services for individuals

14% Income tax preparation services for business and other clients

5% Tax Planning

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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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