South Plains Texas CPA firm
 New
Listing #: TXW5320
Location: Texas
Type: CPA TAX BOOKKEEPING
Annual Revenue: $1,137,000
 Asking Price:
Presented by:
Kevin J. Overberg, CPA/PFS
Office: 720-988-4334
Description:
  • Long-standing CPA practice with 2 owners

  • 62% Tax Preparation (66% Individual and 34% Business returns); 38% Bookkeeping

  • Cashflow to owner is 42% of gross revenue

  • Practice utilizes Sage and Lacerte

  • 3 FT Degreed Accountants that do tax preparation and write-up. 4 FT Non-Degreed Accountants that do tax preparation and write-up. 1 FT Office Assistant.

  • Office space is owner-occupied; seller is open to selling or leasing space to new practice owner

  • Owners are looking forward to retirement after long, successful careers

  • Owners anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

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