Wealth Management & Financial Advisory Practice - Business for Sale
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Wealth Management and CPA Practice in US
US
Added 1 day ago
Financial Services, Business and Professional Services
5 years in business
A US-based wealth management and financial advisory firm with an integrated CPA practice, offering retirement planning, investment management, insurance, and tax strategies.
Key Information
Asking
$599K
Revenue
$331K
Earnings
$173K
Multiple
3.5x
Key Highlights
- Years established: 5
Contact Info
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