Wealth Management & Financial Advisory Practice - Business for Sale

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Wealth Management and CPA Practice in Middlesex, NJ

NJ, US
Added today
Financial Services, Business and Professional Services
15 years in business
Remote

A Middlesex, NJ-based wealth management and financial advisory firm offering retirement planning, investment management, estate planning, insurance, tax strategies, and education planning, with an established CPA practice included in the sale.

Key Information

Asking

$599K

Revenue

$331K

Earnings

$173K

Multiple

3.5x

Key Highlights

  • 15 years in operation
  • Includes established CPA practice
  • Business is relocatable

Contact Info

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