Kevin Overberg

- Single-Owner CPA practice just outside of Denver, CO- 69% Tax Preparation (47% Individual; 50% Business; 3% Trust/Estate); 31% Bookkeeping- Cashflow to the owner before potentially duplicate expenses is 44% of gross revenue- Software used QuickBooks, Xero, Drake- Office lease expires later this year, with no option to assume it, at present- Owner is pursuing another business opportunity and is, therefore, highly motivated to sell- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention ... Less

- Solo, tax-focused CPA practice - 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting- Cash flow to owner before potentially duplicate expenses is outstanding at 77% of gross revenue- Practice utilizes Drake and Quickbooks- One part-time employee - Office space is two adjoining offices in large bank building - 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 ... Less

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping- Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes QuickBooks & CCH Axcess- 3 full-time employees (1 CPA, 1 Candidate, & 1 Office manager, payroll, bookkeeper); 4 part-time employees (1 CPA, 1 student intern, 1 admin/bookkeeper, 1 support)- Office space is owner occupied. Owner is opening to leasing the space to the buyer, on a case-by-case basis. - Owner is looking forward to retirement after a long, successful career- At a minimum, owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention ... Less

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business)- Cashflow to the owner before potentially duplicate expenses is 76% of gross revenue- Practice utilizes Client Ledger System (bookkeeping), Intuit Pro Series (tax), AME (payroll)- One full-time bookkeeper and one part-time accountant & tax preparer- Professional office space with assumable lease-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 ... Less

Single-owner CPA practice with a long history in the community73% Tax Preparation (53% individuals; 47% Businesses); 15% Bookkeeping; 12% Other (Periodic Reports, Payroll Prep, Consulting, Representation, 1099’s)Cashflow to the owner is 35% of gross revenuePractice utilizes Drake and QuickBooks5 full time employees, 1 seasonal part time employeeOffice space is in a professional office building, with six private office. Lease is assumable Owner and their spouse are looking forward to retirement after a long, successful careerOwner and their spouse anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention ... Less

- Well established, two-partner practice serving individuals and businesses- 99% Tax Compliance, Planning, and Consulting (47% Individual; 47% Business; 6% Fiduciary); 1% Bookkeeping- Cashflow to owner before potentially duplicate expenses is 47% of revenue information- Practice utilizes QuickBooks, Lacerte, DMS, ShareFile- 2 non-owner employees - one FT CPA Manager; one PT Receptionist/Admin- Office space is owner occupied; seller is open to leasing the space to new practice owner- Owners are looking forward to retirement after long, successful careers- At a minimum, both owners anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention ... Less

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns- 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping- Cashflow to owner is 39% of gross revenue- Practice utilizes CCH Axcess & Engagement and QuickBooks- One full-time CPA, one part-time CPA, one full-time para-professional, and one full-time administrative assistant- Large office space in business area. Lease expires 11/30/2025.- 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 ... Less

- Single-owner CPA practice- 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll- Cash flow to owner is 39% of gross revenue- Significant opportunity for growth in this location; practice owner lives and operates a practice near Denver and travels part-time to this location- Owner only spends 400 hours per year in practice- Practice utilizes QuickBooks, Drake, and Clarity/iFirm- 3 Employees – 1 CPA who manages office and new clients; 1 bookkeeper and payroll administrator; 1 administrative support person- Office space is leased through April of 2024. New owner will need to assume lease.- Owner desires to focus on primary practice near Denver- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention ... Less