W St Louis County CPA Firm

SOLD

This W St Louis County CPA firm has so much to offer including a strong fee structure, stable client base and a strong cash flow to the owner! The owner is approaching retirement but will assist with a smooth transition of the client base to the new owner. The seller is seeking a CPA buyer. The office building is available for continued lease after the sale.

Asking Price

$365,000

Annual Gross

$332,000

Revenue Breakdown:

13% Accounting and bookkeeping services

61% Income tax preparation services for individual and trust clients

26% Income tax preparation services for business clients

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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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