Presented by: |
Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
Single-owner CPA practice in the heart of Denver Metro
88% Tax Preparation (65% Individual; 27% Business; 8% Other); 12% Bookkeeping
Cashflow to owner is 60% of gross revenue
Practice utilizes Thomson Reuters, UltraTax, and QuickBooks
No Employees
Owner is currently sharing office space with another unrelated CPA. Owner believes that the clientele can largely be serviced without a dedicated office space, but officemate is interested in continuing to share the office.
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