Presented by: |
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Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
- Single-owner CPA practice
- 47% Tax Preparation (57% Individual; 41% Business; 2% Other); 43% Bookkeeping; & 10% Payroll
- Cash flow to owner before potentially duplicate expenses is 62%
- Practice utilizes QuickBooks and CCH ATX
- One full-time bookkeeper/assistant
- Office space is currently leased month to month. Three individual offices with a conference room and reception area
- Owner is looking forward to retirement after a long, successful career, but is willing to work for the seller for up to 2 years
- Otherwise, owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention