#5595 - South Denver Metro Area - COLORADO

THE OPPORTUNITY An outstanding opportunity to acquire a long-standing, highly reputable CPA firm in the desirable South Denver Metropolitan Area. Positioned in an affluent, fast-growing corridor, this practice boasts an established brand, strong fee structure, and an exceptional client profile. KEY HIGHLIGHTS • High-Net-Worth Client Base: Serves a loyal, long-tenured client roster consisting of affluent individuals and closely held companies, yielding recurring annual engagements with minimal churn. • Premium Fee Structure: Firm boasts an above-average fee structure across all services. • Turnkey Tax Season Transition: The retiring seller is actively seeking to finalize a deal prior to the upcoming tax season to provide hands-on transition support, client warm introductions, and operational continuity. • Flexible Location & Real Estate: Currently operating in a streamlined, cost-effective footprint. Additional adjacent office space is readily available in the building should a buyer wish to expand local operations. • Turnkey Infrastructure: Experienced staff, optimized operating systems, and established workflow processes are in place to support a seamless handoff. REVENUE BREAKDOWN • 10% Accounting, bookkeeping, and payroll • 42% Income tax preparation services for individuals • 32% Income tax preparation services for business clients • 5% Income tax preparation services for other entities • 4% Tax planning • 7% Other misc. services Asking: $990k