Relationship-Based Wealth Firm - Business for Sale
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Wealth Planning & Advisory Firm in Mayfield Heights, OH
Mayfield Heights, OH, US
Added 1 year ago
Wealth Management and Financial Advisory
Boutique advisory firm in Mayfield Heights, OH providing personalized wealth planning and investment banking advisory services through a relationship-driven model.
Key Information
Asking
$2.6M
Revenue
$711K
Earnings
$459K
Multiple
5.7x
Key Highlights
- Boutique advisory firm in the financial services industry located in Mayfield Heights, OH
- Business model: Personalized, relationship-driven wealth planning and advisory services
Contact Info
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