| Présenté par: |
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| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
- Two-owner CPA practice
- 59% Tax Preparation (54% Business; 46% Individual); 41% Reviews & Compilations
- Cashflow to owner before potentially duplicate expenses is 72%
- Practice utilizes Lacerte, Accountants TB & EasyACCT, and Thomson Reuters Research
- One part time administration employee
- Office space is owner-occupied
- Owners are looking forward to retirement after a long, successful career
- Owners anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention
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