Wichita Area CPA Firm

SOLD
The sellers of this Wichita Area CPA firm are approaching retirement. The firm is located near Wichita and offers a great mix of work, a nice cash flow to the owners and has an experienced staff in place.
Asking Price
$430,000
Annual Gross
$430,000
Revenue Breakdown:
45% income tax preparation services for individuals
25% income tax preparation services for business and other clients
27% accounting, bookkeeping and payroll services
3% reviews

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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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