| Presented by: |
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| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
- Highly profitable, well established single-owner CPA practice
- 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business)
- Cashflow to the owner before potentially duplicate expenses is 76% of gross revenue
- Practice utilizes Client Ledger System (bookkeeping), Intuit Pro Series (tax), AME (payroll)
- One full-time bookkeeper and one part-time accountant & tax preparer
- Professional office space with assumable lease
- 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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