Wealth Management & Financial Advisory Practice - Business for Sale
Request Information
The contact information for this deal is locked. If you wish to unlock this information, you need to upgrade to SMB Deal Hunter Pro.
💼
Wealth Management & Financial Advisory Firm with CPA Practice in NJ
NJ, US
Added 2 months ago
Wealth Management & Financial Advisory
Wealth management and financial advisory firm in New Jersey offering retirement planning, investment management, estate planning, insurance solutions, tax strategies, and education planning, with an included CPA practice and recurring client relationships.
Key Information
Asking
$599K
Revenue
$331K
Earnings
$173K
Multiple
3.5x
Key Highlights
- Business includes an established CPA practice in addition to wealth management and financial advisory services
- Located in New Jersey, US
Contact Info
Unlock Premium Features
Get everything you need to find, finance, and acquire your business
Personalized Deal Flow
On and off market deals curated to your search criteria.
Unlimited 1:1 M&A Support
Expert advisors to help you spot red flags, negotiate your offer, and hand hold you all the way to close.
Pre-Vetted Deal Team
- * Intros to our preferred lenders
- * Access to our investor community
- * Discounted 3rd party Financial and Legal diligence