SOLD
Southwest Colorado CPA Practice
Listing #
CO1169
Location
Colorado
Annual Revenue
$490,000
Asking Price
Type
CPA TAX BOOKKEEPING PAYROLL
Presented by:
Kevin J. Overberg, CPA/PFS
Office: 720-988-4334
Description:
  • Established single owner CPA practice in Southwest Colorado
  • 56% Bookkeeping & Payroll, 37% Tax Preparation (51% Individual; 46% Business; 3% Other); 7% Consulting 
  • Cash flow to owner before potentially duplicate expenses is a solid 59% of gross revenue
  • Practice utilizes Lacerte and QuickBooks
  • One staff accountant and office manager/accountant
  • Office space is owner-occupied; seller is open to selling or leasing space to 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, but would also consider working on a reduced-hours basis for the buyer
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