REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
4913 | CO | Denver | $700,000 | available | Poe Group Advisors |
This established CPA firm in the Denver area boasts a remarkable 50%+ cash flow and a well-balanced workload, with the current owner working just 1,050 hours annually. The firm has fostered long-term, loyal relationships with clients and has seen steady revenue growth year after year. With an average fee of $3,000 per 1040, this firm is highly profitable and known for its expert service.
The firm sets the gold standard for in-depth accounting advice, strategic business consulting, and lasting client relationships, particularly within the Denver area. Though modern and efficient, the business requires in-person management. Staff and the owner have remote work capabilities. Clients are primarily high-end professionals, especially in real estate, who appreciate the firm’s personalized, expert financial guidance. Many clients have trusted the firm for decades.
Currently, the firm does not engage in any formal marketing, presenting a significant growth opportunity in the thriving Denver market.
Highlights:
Over 50% cash flow
Only 1,050 owner hours per year
Average 1040 fee: $3,000
Long-term, loyal clients
Variety of Clients
Ideal Buyer:
The ideal buyer will be a CPA with 10+ years of public tax experience and will be licensed in Colorado or willing to be licensed in CO. Experience with a wide range of tax returns, including detailed K-1 filings, is essential. A candidate with experience in larger firms would be well-positioned to grow this boutique practice. Strong business development skills and a desire to be involved in the local Denver community and the accounting profession are key. The firm’s operations require an owner who prefers to work in the office, offering an opportunity to build on its established success.
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