| Presented by: |
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| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
- Two-owner CPA practice with multiple Denver Metro/Front Range Locations
- 77% Tax Preparation (67% Individual; 33% Business and Trusts); 23% Bookkeeping/Payroll
- Cash flow to owner before potentially duplicate expenses is a solid 61% of gross revenue
- Practice utilizes Drake and QuickBooks
- One FT and one PT bookkeeper plus FT Office manager
- One office is owner-occupied; seller is open to selling or leasing space to new practice owner
- Other two offices are leased
- One owner is making a career change out of state but will be readily available to assist with transitioning clients.
- The other is willing to work for the buyer or retire after assisting buyer through an appropriate transition period at the buyer’s discretion
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