| Présenté par: |
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| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
- Solo, tax-focused CPA practice
- 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting
- Cash flow to owner before potentially duplicate expenses is outstanding at 77% of gross revenue
- Practice utilizes Drake and QuickBooks
- One part-time employee
- Office space is two adjoining offices in large bank building
- 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
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