#5363 - Kansas City - MISSOURI

The Company is a CPA-led accounting and advisory firm focused exclusively on small business clients requiring ongoing financial guidance. Unlike traditional compliance-only firms, the Company utilizes a client-facing CFO model, where senior accountants serve as primary relationship managers supported by operational staff.  Small businesses (0–$10M revenue)  Long-term advisory relationships  Diversified industry mix  Strong engagement and retention characteristics The owner is seeking a structure similar to:  Sale of ~70% equity  Approximate valuation: $1.2M  Estimated investor purchase: $840K  Portion retained for reinvestment into firm growth The owner intends to remain actively involved post-transaction.