| Presented by: |
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| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
- Single-owner tax preparation & bookkeeping practice
- 75% Tax Preparation (66% Individual; 27% Business; 7% Other); 25% Bookkeeping
- Cash flow to owner before potentially duplicate expenses is 21%
- Practice utilizes UltraTax & QuickBooks Office
- Three full-time employees; three part-time employees (two CPAs)
- Split level office building with parking onsite. Accounting practices operates out of the lower level
- Owner is looking to invest more time in another business venture
- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention
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