$1,000,000 (Rev) Central Connecticut Tax, Accounting & Investment Firm - Business for Sale

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Tax, Accounting, and Investment Advisory Firm in Central Connecticut

CT, US
Added 2 days ago
Financial Services, Business and Professional Services

Tax, accounting, and investment advisory firm serving clients primarily in central Connecticut, offering services excluding audits.

Key Information

Asking

$0

Revenue

$1.0M

Earnings

$577K

Multiple

0.0x

Key Highlights

  • Investment advisory management fees: $210,000
  • Majority of clients are local to central Connecticut
  • 75% of clients deliver information electronically or by mail; 25% drop off at office
  • Seller willing to provide transitional assistance post-closing

Contact Info

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