BUSINESS DESCRIPTION
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.
BUSINESS ASKING PRICE: $500,000
GROSS REVENUE: $1,100,000
CASH FLOW (SDE): $170,000
EBITDA: NOT DISCLOSED
ESTABLISHED: 2019
DETAILED INFORMATION
REAL ESTATE: Leased
BUILDING SF: 2,815
EMPLOYEES: 14 (7 Full-time, 7 Part-Time)
FACILITIES: Leased facilities with highly visible, centrally located in the city with modern facilities, plenty of parking spaces, all up-to-date technology, software – Ultra Tax and QBO, and support staff/admin
COMPETITION: The Firm’s primary competitors are other local CPA firms in the region. The largest CPA firm previously serving the local area has exited the market, creating an opening for well-positioned local firms to capture displaced clients. Some competitors compete primarily on lower pricing, while this highly reputable firm differentiates itself through quicker turnaround times and a stronger client-care experience.
GROWTH & EXPANSION: Fewer new CPAs are entering the profession regionally, tightening the supply of qualified practitioners and reinforcing the value of an established, well-staffed practice. The current economic outlook is strong, and citing new business accelerating on a weekly basis. The Firm has more demand than its current staffing and leadership bandwidth can serve, and a motivated, hands-on partner can convert that unmet demand directly into growth and equity value.
FINANCING: Seller financing available
SBA 100%
SUPPORT & TRAINING: This is an invitation opportunity to merge, combine books of business, share resources, and build a larger practice together. Or for a qualified CPA individual to become a partner in joining the firm as a minority shareholder and to assume a possible majority ownership as retiring partners step back.
REASON FOR SELLING: Retirement
https://www.bizbuysell.com/listings/Profile/?q=2533178&l_ilp=1
