#5355 - Springfield Area - MISSOURI

THE OPPORTUNITY This well-established CPA firm in the Springfield area is an ideal acquisition for a CPA or EA looking for a turnkey operation with a modern edge. Whether you are looking to expand your existing footprint in Missouri or step into your first practice with a built-in support system, this firm is positioned for immediate success. The firm boasts a solid fee structure and a reputation for efficiency and the sellers are prepared to assist the buyer during the transition period. The current owners are transitioning to new interests but are committed to ensuring a seamless handoff to the right buyer to maintain client retention and staff continuity. KEY HIGHLIGHTS • Strong Recurring Revenue: A healthy mix of monthly accounting, payroll, and subscription-based services provides consistent year-round cash flow. • Modern Operations: Features a tech-savvy client base and an experienced, capable staff already in place. • Growth Potential: The current facility is available for either sale or lease and offers ample physical space to scale operations. • Balanced Portfolio: A diverse service mix ensures the firm isn't overly reliant on a single season or service line. • Lending Options: Lending opportunities are available for this practice. REVENUE BREAKDOWN • 19% Monthly accounting and bookkeeping services • 24% Payroll services • 28% Individual tax preparation services • 15% Business tax preparation services • 10% Other services -monthly subscription and retainers • 4% Non-tax consulting Asking: $1.055k