Presented by: |
Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
Single-owner CPA practice in vibrant, growing community
54% Tax Preparation (38% Individual; 61% Business; 1% Other); 28% Bookkeeping; 13% Payroll; 5% Tax Planning
Cashflow to owner before potentially duplicate expenses is 43% of gross revenue
Practice utilizes Lacerte, QBO and Qount
18 total employees – 12 are full-time and 6 are part-time employees
Office space is owner-occupied; seller is open to selling or leasing space to new practice owner
Owner is looking forward to new challenges after a long, successful career as a CPA firm owner
At a minimum, seller anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention; however, for “the right firm” he would consider staying on to be the strategy/growth guy.