Presented by: |
Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
Long-standing CPA practice
88% Tax Preparation (44% Individual; 49% Business; 7% Other); 10% Bookkeeping; 2% Consulting
Cash flow to owner is 46% of gross revenue
Practice utilizes QuickBooks & Peachtree & Ultra-tax
Two part-time employees – tax preparer/bookkeeping & administrative assistant
Office space is owner-occupied; seller is open to selling or leasing the space to new practice owner
Owner is looking forward to retiring from the CPA business to focus on other professional pursuits
Owner plans to stay active in business community and could be referral source for new work
Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention