Presented by: |
![]() |
Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
- Well established, Single-owner CPA practice serving individuals and business with complex tax returns
- 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping
- Cashflow to owner is 29% of gross revenue
- Practice utilizes CCH Axcess & Engagement and QuickBooks
- One full-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