CPA Firm with 70% Business Clients

Kansas City, MO
Platte County

Asking Price: Annual Revenue:
$1,890,000 Not Disclosed

Services: Business & Office Services

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RE: CPA Firm with 70% Business Clients Broker: Cortney Sells
Owner Financing is Available!
Purchase Price: $1,890,000 12.5% Buyer Down Payment: $236,250 12.5% Seller Financing $236,250 75% Bank Loan: $1,417,500 A 12.5% down payment of $236,250 returns $287,009 in the first year after debt payments! *Seller paid annually over three years.

Quick Facts

Asking Price: $1,890,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: $594,877
Total Debt: Not Disclosed
FF&E: $40,000
Real Estate: Not Disclosed
Year Established: 1999
Employees: 5
BBN Listing #: 120034398
Broker Reference #: PRO038

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Business Overview:

Owner will stay on 2-3 years for transition! With five experienced accountants on staff, this firm has recently added a large client profiting an additional $100,000 of cash flow to the business. Providing exceptional accounting services to entrepreneurs, corporations, and individuals alike, this accounting firm is focused on meeting the needs of its diverse client base: Corporations (45%), Partnerships (25%), Individuals (30%). This company currently focuses on tax consulting and preparation but offers a wide range of financial services including bookkeeping and payroll, expert witness testimony, as well as sales and use tax services. Customers are mostly located in the Kansas City, Missouri/Kansas area, but at least 10% of clients are spread across the country.

Operating from a beautiful office in the suburbs of Kansas City, this firm employs four full-time accountants and one part-time accountant in addition to the owner. The team is highly trained and accomplished in their field and manage their portfolios with little oversight. The current owner is willing to continue to train and transition the business for 2-3 years if desired by the buyer.

With a 50% profit margin, this business is in an excellent fiscal position, and a new owner can continue in the current approach confidently. If a buyer is looking to grow, additional income can be found in adding services such as attest work, audit reviews and compilations, or increasing the bookkeeping services currently available.

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Property Features and Assets:

3,500 square feet: 6 offices, 2 assistant desks, conference room, file room, kitchen.

Market Competition and Expansion:

Growth Opportunities: Seek out new businesses, expand the team to increase capacity, Add additional services not currently the focus of the company.

Reason for Selling:


Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

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