SOLD
Denver Metro Non-Profit Audit and Tax Practice
Listing #
CO1201
Location
Colorado
Annual Revenue
$278,000
Asking Price
Type
TAX AUDIT REVIEW BOOKKEEPING
Presented by:
Kevin J. Overberg, CPA/PFS
Office: 720-988-4334
Description:
  • Two-owner (husband wife team) audit, non-profit and tax practice in vibrant, growing community
  • 87% Audit and Review, 12% Tax Preparation (100% 990s); 1% Bookkeeping
  • Cash flow to owner is a solid 83% of gross revenue
  • Practice utilizes Lacerte, QuickBooks, and FAST Trial Balance
  • The two owners have no employees
  • Practice is run from the home of the current owners
  • 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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