W St Louis County CPA Firm

SOLD

There are so many things to like about this CPA firm located in W St Louis County. The seller is seeking a CPA buyer and is approaching retirement but will be happy to assist with a smooth transition of the business to a new owner! The firm uses current technology and all employees are set up to work from home if necessary! The owner works a small number of hours to achieve a great cash flow. The firm offers a large number of business clients with a stable, year round revenue stream.

Asking Price

$450,000

Annual Gross

$400,000

Revenue Breakdown:

65% Accounting, bookkeeping and payroll services

16% Income tax preparation services for individual clients

10% Income tax preparation services for business clients

7% Income tax preparation services for 1120H forms for home owners association

2% Tax planning, consulting and 1099s

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First Name

Last Name

Company Name

Asking Price

$1,575,000

Annual Gross: $1,575,000

Listing #: MO1165

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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.

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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