Presented by: |
![]() |
Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
SOLD
Single-owner Enrolled Agent tax and accounting practice in vibrant, growing community
72% Tax Preparation (90% Individual; 8% Business; 2% Other); 14% Bookkeeping; 13% Payroll; 1% Consulting/Other
Cash flow to owner before potentially duplicate expenses is a 29% of gross revenue
Practice utilizes Drake, QuickBooks and Workflow ATOM
10 year-round part-time professional and support staff supplemented by seasonal staff
Office space is leased and lease and will need to be assumed by new practice owner
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