| Presented by: |
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| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
- Single-owner CPA practice
- 59% Tax Preparation (70% Business; 27% Individual; 4% Other); 32% Bookkeeping; 9% Consulting
- Cash flow to owner before potentially duplicate expenses is 37% of gross revenue
- Three full-time employees, four part-time employees
- Current staffing poised for revenue growth of 20% or more
- Practice currently utilizes QuickBooks and ProSeries
- Office consists of three offices with a conference room, reception area, and storage. The lease is assumable
- Owner wishes to focus full-time on other business ventures
- Owner fully intends to assist buyer through an appropriate transition period to maximize knowledge transfer and client retention
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