Presented by: |
Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
Single-owner CPA practice in vibrant, growing community
44% Tax Preparation (58% Individual; 42% Business); 48% Bookkeeping; 6% Audit; 2% Other
Practice utilizes QuickBooks Online, ProConnect Online and MS Office
Turn-key practice where owner only works part-time in the operations
Significant upside growth potential
Two part-time tax CPAS at 75% and 65% full-time and One full-time bookkeeper perform majority of client service. All expected to stay for new owner
Owner and staff work remotely
Owner is looking forward to retirement after a long, successful career
Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention