Kevin Overberg

- Two-owner CPA practice with multiple locations- 76% Tax Preparation (69% Individual; 31% Business); 24% Bookkeeping/Payroll- Cash flow to owner before potentially duplicate expenses is a solid 57% of gross revenue- Practice utilizes Drake and QuickBooks- One FT and one PT bookkeeper plus FT Office manager- One office is owner-occupied; seller is open to selling or leasing space to new practice owner- Other two offices are leased- One owner is making a career change out of state but will be readily available to assist with transitioning clients.- The other is willing to work for the buyer or retire after assisting buyer through an appropriate transition period at the buyer’s discretion ... Less

- Single-owner CPA practice- 85% Tax Preparation (58% Individual; 35% Business; 7% Other) 15% Bookkeeping- Cash flow to owner before potentially duplicate expenses is 48%- Practice utilizes QuickBooks and Lacerte- One CPA owner and one CPA employee – see employee census for additional information- Office space is currently leased through 12/31/2025- 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- 94% Tax Preparation (59% Individual; 39% Business; 2% Other); 6% other (amended returns; QuickBooks assistance, & bookkeeping & payroll for 4 long-term clients)- Cash flow to owner before potentially duplicate expenses is 91% of gross revenue- Practice utilizes Drake- One part-time administrative assistant during tax season- Seller subleases office space in professional office 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- 100% Tax Preparation (66% Individual; 32% Business; 2% Other)- Cashflow to owner before potentially duplicate expenses is 47% of revenue- Practice utilizes QuickBooks, Lacerte, and Practice CS- Owner is the only employee - Office space is currently rented with the possible option of assuming this lease. Expires 12/31/2025, at present. - 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- 72% Tax Preparation (62% Individual; 38% Business); 21% Bookkeeping; 7% Consulting & Other- Cash flow to owner before potentially duplicate expenses is 51% of gross revenue- Practice utilizes Lacerte and QuickBooks- Owner’s spouse is the only other employee working the equivalent of about 2 days per week- Office space is owner-occupied; seller is open to selling or leasing space to new practice owner- 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 tax only practice 100% Tax Preparation (490 Individual returns, 150 Business returns and 6 NPO/Trust returns)Cash flow to owner before potentially duplicate expenses is 81% of gross revenuePractice owner and wife perform all services to clients – approx. 1.25 FTEPractice utilizes UltraTaxPractice is run from owner’s home officeOwner is looking forward to retirement after a long, successful careerOwner anticipates 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

- Long-standing CPA practice- 88% Tax Preparation (44% Individual; 49% Business; 7% Other); 10% Bookkeeping; 2% Consulting- Cash flow to owner is 46% of gross revenue- Practice utilizes QuickBooks & Peachtree & Ultra-tax- Two part-time employees – tax preparer/bookkeeping & administrative assistant- Office space is owner-occupied; seller is open to selling or leasing the space to new practice owner- Owner is looking forward to retiring from the CPA business to focus on other professional pursuits- Owner plans to stay active in business community and could be referral source for new work- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention ... Less

- Three owner CPA practice in vibrant, growing community- 40% Bookkeeping; 40% Tax Preparation (60% Individual; 39% Business; 1% Other); 4% Franchise Reports; 16% Payroll- Cash flow to owner before potentially duplicate expenses is a solid 57% of gross revenue- Practice utilizes PC accounting/QuickBooks, Lacerte and ATX- One full-time CPA (in addition to owners), 1.5 FTE bookkeepers and 1 full-time administrative- Office space can be easily transferred to new owner- One partner is looking forward to retirement after a long, successful career,- The other partners are looking forward to relief in their work load but still willing to work full-time- All anticipate assisting buyer with transitioning clients 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