| Presented by: |
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| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
- Single-owner CPA practice
- 78% Tax Preparation (55% Individual; 45% Business); 11% Payroll; 10% Tax Planning; 1% Bookkeeping
- Cash flow to owner before potentially duplicate expenses is outstanding at 82% of gross revenue for the solo practitioner
- Practice currently utilizes Intuit ProSeries
- Owner is working from a home office so there is no lease to assume
- Owner is moving out of the area and looking to transition clients to a local practitioner
- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention
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