Presented by: |
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Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
- Single-owner CPA practice
- 94% Tax Preparation (59% Individual; 39% Business; 2% Other); 6% other (amended returns; QuickBooks assistance, & bookkeeping & payroll for 4 long-term clients)
- Cash flow to owner before potentially duplicate expenses is 91% of gross revenue
- Practice utilizes Drake
- One part-time administrative assistant during tax season
- Seller subleases office space in professional office 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