Colorado Mountain Resort Firm
 New
Listing #: CO5393
Location: Colorado
Type: CPA TAX BOOKKEEPING PAYROLL
Annual Revenue: $1,619,000
 Asking Price:
Presented by:
Kevin J. Overberg, CPA/PFS
Office: 720-988-4334
Description:
  • Multiple-owner CPA practice in beautiful mountain resort community

  • Demonstrated strong revenue growth for several years

  • Balanced revenue stream with 41% Tax Preparation (38% Individual; 54% Business; 8% Other); 41% Bookkeeping, 9% Payroll; and 9% Consulting

  • Cash flow to majority owner before potentially duplicate expenses is 38% of gross revenue

  • Practice utilizes CCH Axcess, Quickbooks and Accounting CS

  • Four full-time and three part-time professional employees

  • Office space is owner-occupied; seller prefers to maintain ownership and lease space to new practice owner but is open to other arrangements

  • Majority owner wishes to phase down activity in 2025 and then continued phase out after that

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