#5503 - Franklin County - MISSOURI

Equity Ownership Opportunity in Established CPA Firm – Franklin County, Missouri This well-established public accounting and tax practice presents a unique partnership opportunity for qualified CPAs seeking equity ownership without the traditional risks of starting from scratch. Founded in 2019, the firm has built a strong foundation with $1.1 million in annual revenue and $170,000 in seller’s discretionary earnings. BUSINESS OVERVIEW Operating from a 2,815 square foot leased facility in Franklin County, Missouri, this profitable CPA firm serves an established client base through comprehensive accounting and tax services. The practice has demonstrated consistent growth and profitability since inception, positioning itself as a reputable local provider. UNIQUE PARTNERSHIP STRUCTURE Unlike traditional business sales, this opportunity offers immediate minority equity ownership with a clear path toward potential majority control. The current ownership, planning for retirement transition, seeks a capable CPA partner to merge resources, combine books of business, and collaboratively grow the practice. This structure provides immediate equity participation while sharing overhead and infrastructure costs. MARKET POSITION & COMPETITIVE ADVANTAGES • Strong market positioning following the exit of the largest local CPA firm, creating client acquisition opportunities • Differentiation through superior turnaround times and enhanced client service experience • Established reputation in the Franklin County market • Growing demand exceeding current capacity, indicating immediate expansion potential GROWTH OPPORTUNITIES The firm benefits from favorable market dynamics, including a regional shortage of qualified CPAs and strong economic conditions driving new business weekly. Current demand surpasses the firm’s capacity, presenting immediate growth opportunities for a motivated partner willing to convert unmet demand into increased revenue and equity value. FINANCING Seller financing available with potential for 100% SBA financing, making this opportunity accessible to qualified candidates without significant upfront capital requirements. IDEAL CANDIDATE PROFILE Perfect for CPAs transitioning from staff or management roles into ownership, or practitioners operating smaller practices seeking to combine forces with an established firm. This opportunity suits professionals ready to participate actively in firm management and growth. This partnership represents a rare combination of immediate equity ownership, established profitability, shared resources, and a negotiated transition path toward potential majority control, eliminating the typical risks and timeline associated with building a practice independently.
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Summit M&A Advisors

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