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Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
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