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El Paso County CO Other Financial Businesses for Sale

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State: Colorado County: El Paso County Industry Segment: Other Financial Clear all
Contact Broker View all CO Brokers Gregg Kunz, CBI - Colorado Business BrokerCO
6 Listings
Rocky Mountain Business Advisors is the region’s trusted intermediary for selling privately held businesses with gross annual revenues in excess of $1,000,000, specializing in transaction sizes between $1,000,000 and $20,000,000. Key to our success is taking a process approach combined with a sense of urgency and a passion for protecting owner legacy. By partnering with clients from start to finish, we minimize the distractions to the business owner that traditionally accompany the selling process in order to achieve the highest possible price in the shortest time. Our proven process enables owners to focus on running their business – while we work behind the scenes to secure the sale. We combine many years of corporate senior management experience with the firsthand experience of starting, growing, owning, and selling companies, which enables our team to bring a unique “seller’s perspective” to the engagement. We make it our business to know your business and the markets in which you operate so that we can clearly articulate not only the financials but as important, the unique value-drivers that Buyers always seek but which many Brokers fail to take the time to understand and convey to prospective Buyers. While most Business Brokers pride themselves on how many listings they have in their inventory we believe that it is in the best interests of our clients to limit the number of our listings so that our time, effort, and resources are focused on a small set of high-quality businesses. Among the types of businesses that we do not accept as clients: those that are unable to substantiate their financials, are not cash flow positive, start-ups, or sellers that are unrealistic about the market value of their business (because these businesses rarely sell, and we are business brokers in the business of selling businesses – not listing businesses).
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Colorado Springs, CO 
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Colorado Springs, CO CPA Practice for Sale

- Single-owner CPA practice in vibrant, growing community- 46% Tax Preparation (67% Individual; 33% Business); 54% Bookkeeping/Payroll; < 1% Other- Cash flow to owner before potentially duplicate expenses is a strong 54% of gross revenue- Practice utilizes ProSeries and Quickbooks- One full-time; one part-time employee - Office space is on month-to-month lease with potential for new long-term lease- Owner is looking to reduce time commitment for personal reasons More info

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Colorado Springs, CO 
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Colorado Springs, CO CPA Practice For Sale

? Sole-owner tax and accounting CPA practice in vibrant Colorado Springs, CO (just named the best city in the USA in which to live)? Very stable, strong revenue stream with modest growth the past few years? Tax return preparation services are approximately 64% Individual returns, 32% Business returns and 4% Fiduciary returns? Just over 200 accounting services relationships including write-up, payroll and sales tax returns, accounts payable processing and monthly or quarterly compilations? Cash flow to owner before potentially duplicate expenses is 29% of gross revenue with potential for improvement with restructuring and/or consolidation with another practice to achieve efficiencies of More info

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Colorado Springs, CO 
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Colorado Springs, CO CPA Practice for Sale

- Single-owner CPA practice in vibrant, growing community- 51% Tax Preparation (60% Individual; 40% Business and Trusts); 27% Bookkeeping/Payroll; 22% Planning & Consulting- Cash flow to owner before potentially duplicate expenses is a solid 54% of gross revenue- Practice utilizes ProSystems and QuickBooks- Three full-time employees - CPA, paraprofessional and office manager; plus one seasonal CPA- Spacious professional office space with four private offices and more- Owner is looking forward to retirement after a long, successful career- Owner anticipates assisting buyer through an appropriate transition period and/or continuing with the new owner for one year More info

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Colorado Springs, CO 
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Colorado Springs, CO Tax & Write Up Clients For Sale

- Successful CPA firm looking to sell a portion of its client list - Ideal buyer is one with an existing practice to use as collateral for lender financing- 27 client relationships averaging $6,500 per relationship- Most are S Corporations & related individuals (87% of revenue); remainder is one C Corp, one LLC plus individual and one sole prop- 26 of the 27 relationships provide monthly revenue stream which averages over $13,500 per month- All clients being sold are accustomed to online service delivery using Quickbooks Online and video meetings, screen sharing etc. - Seller business model has changed to focus on project-based tax planning clients rather than monthly service clients- Tax More info