Presented by: |
Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns
92% Tax Preparation (26% Individuals; 72% Business; 2% Trusts); 7% Reviews; 1% Bookkeeping
Cashflow to owner is 41% of gross revenue
Practice utilizes CCH Axcess & Engagement and QuickBooks
One full-time CPA, one part-time CPA, one full-time para-professional, and one full-time administrative assistant
Large office space in business area. Lease expires 11/30/2025.
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