Presented by: |
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Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
- Single-owner CPA practice
- 100% Tax Preparation (66% Individual; 32% Business; 2% Other)
- Cashflow to owner before potentially duplicate expenses is 47% of revenue
- Practice utilizes QuickBooks, Lacerte, and Practice CS
- Owner is the only employee
- Office space is currently rented with the possible option of assuming this lease. Expires 12/31/2025, at present.
- 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