Central Connecticut Tax, Accounting and RIA Firm - Business for Sale
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Tax, Accounting, and RIA Firm in Central Connecticut
CT, US
Added 1 month ago
Financial Services - Tax, Accounting, and Investment Advisory
Retiring Owner
Tax, accounting, and registered investment advisory firm serving clients primarily in central Connecticut.
Key Information
Asking
–
Revenue
$1.0M
Earnings
$577K
Multiple
–
Key Highlights
- Investment advisory fees total $210,000.
- Most clients are located in central Connecticut.
- 75% of clients electronically send in their information.
- The staff is expected to continue with the buyer.
Contact Info
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