Full-Service Accounting Firm – Over 1,900 Clients

Lakewood, CO
Jefferson County


Asking Price: Annual Revenue:
$2,905,000 $2,645,312

Services: Financial, Accounting, Insurance


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RE: Full-Service Accounting Firm – Over 1,900 Clients Broker: Cortney Sells
Owner Financing is Available!
Purchase Price: $2,905,000 12.5% Buyer Down Payment $363,125 12.5% Seller Financing $363,125 75% Bank Loan $2,178,750 A 12.5% down payment of $363,125 returns $354,050 in the first year after debt payments!

Quick Facts

Asking Price: $2,905,000
Annual Revenue: $2,645,312
Net Profit: Not Disclosed
Cash Flow: $725,550
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1993
Employees: 19
BBN Listing #: 559734398
Broker Reference #: OFF010

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Business Overview:

A solid management team is already in place at this full-service accounting firm in Denver! With $70k in recurring monthly revenue and over 1,900 clients, the company boasts increasing revenue year after year. Providing tax planning & consulting, audit & assurance, and client accounting services, the client base for this CPA firm is nearly 100% recurring; it consists of small businesses, individuals, nonprofit organizations, and homeowner associations. The highly trained and experienced team of 19 employees is split into three departments (Tax, Client Accounting, and Assurance), each with its own manager in place. Service revenue by department is approximately 48% tax services, 32% client accounting, and 20% assurance/audit services, with tax services split evenly between individuals and businesses. These individual departments are generally similar in profit margins, and customer concentration is low. Their top 15 customers receive monthly accounting and annual tax services and are billed $20k-$30k/year.

Based out of a 4,500 sq. ft. office building, all work is conducted locally in the Denver area; however, they work with clients at the national level. The current owner handles general oversight, as well as assisting the tax services department during tax season, and is willing to stay on board for 3-5 years.

Priced at $2,905,000, growth potential for this CPA firm is unlimited. They are in a prime location in Colorado where businesses are growing and thriving. With their ability to serve all types of businesses including start-ups, nonprofit, and homeowner associations, this firm has proven their ability to maintain steady growth in sales and profit margins year after year. Expanding the current client base and increasing services offerings to include retirement plan audits and business valuations would certainly boost revenue.

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Market Competition and Expansion:

Growth Opportunities: Increase service offerings, expand client base.

Reason for Selling:

Strategic exit planning; looking to relocate in a

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

Relevant Links:

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