Full-Service CPA And Financial Advisory Firm
Not Disclosed, CT Not Disclosed
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- RE: Full-Service CPA And Financial Advisory Firm
- Contact: Steve Wain
Quick Facts
| Asking Price: | $0 | |
| Annual Revenue: | $2,642,000 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $1,019,019 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 1980 | |
| Employees: | 13 | |
| BBN Listing #: | 937504 | |
| Broker Reference #: | 14631427 |
Business Overview:
Decades of Excellence: Renowned Accounting Firm with Investment Expertise Established in the 1980s, this premier Certified Public Accountants and Financial Planning & Investment Services firm presents a rare opportunity for acquisition. With nearly 40 years of dedicated service, it has cemented its reputation as a trusted advisor to individuals, businesses, and nonprofits throughout the Northeast. The company's specialty lies in serving a diverse clientele, including private and public companies, nonprofits, and family-owned businesses. Its success stems from deep, personal client relationships and a robust referral-based acquisition strategy, a testament to its client satisfaction and trust. At the heart of its operations is a full suite of services, encompassing comprehensive accounting, strategic financial planning, and savvy investment management. This holistic approach empowers clients to reach their growth ambitions effectively. The firm's team, boasting experienced CPAs and professionals with over two decades of expertise, is a key pillar of its success. This dedicated group upholds a commitment to personalized attention, ensuring that each client's unique needs are met with precision and care. With a forward-looking vision, this company stands as a beacon in the professional services landscape, distinguished by its team-driven approach, cost-effective fee structure, and unwavering dedication to client-centric service.
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Property Features and Assets:
Two 2,500 square foot offices.
Market Competition and Expansion:
Offer services to small public companies, leverage employee capabilities to assist clients in building internal structures for better financial management.
Reason for Selling:
Owner wishes to retireAdditional Details:
- The property is owned.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Documents:
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