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Boutique Accounting Firm

Boutique accounting firm for sale

S-2592

St. Louis, Missouri

Asking Price:   $201,000

Projected 2023 YE Gross Revenue: $175,000

Years in Business: 25

Type of Sale: Asset Sale

# of employees: 1 plus 2 seasonal 

 

Business Description:

This successful boutique CPA firm offers accounting and bookkeeping services, tax preparation, and business consulting. The business is not owner dependent.

Detailed Information:

  • Strong reputation for personalized solutions and service.
  • Well-established client base, primarily in the greater St. Louis area.
  • Clients are not industry-specific and include businesses, non-profits, and individuals.
  • Home-based business eliminates overhead expenses and maximizes owner flexibility.
  • Excellent opportunity to fold the client portfolio into an existing CPA/accounting firm that is poised to expand.

 

Market:

Clients including businesses, non-profits, and individuals appreciate the one-on-one, personalized service provided by the firm, leading to excellent client retention and referrals.

Growth/Expansion:

Potential opportunities to expand the business include:

  • Targeting marketing efforts to small businesses
  • Resuming networking activities
  • Engaging in opportunities with the Missouri Society of CPAs

 

Ideal Buyer Requirements:

A CPA credential is beneficial but not required of the buyer. At a minimum, the new owner should have completed the course work required to be a certified Paid Tax Preparer and have an IRS Preparer Tax Identification Number (PTIN).

Terms:                        Asset sale, non-compete agreement.

Support/Training:     Owner is committed to providing systems training and transitioning of relationships, as well as six months to one year of support as needed.

Reason Selling:          Retirement

Listed By:                  David Driscoll – Metro Business Advisors, LLC

[email protected]

 

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Note: The Confidentiality Agreement will be sent to you via email after you complete the Buyer Registration.

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