$5MM AUM | $300,000 GDC in Bloomfield, NJ

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
Listing Age
254 days old
General
Listing Type
Buyer | Merge
Location
Bloomfield, NJ, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
250
Avg Client Age
45
Overview

Our firm is a CPA and Financial Advisory Practice. We have been serving our clients for over twenty years, first as a CPA firm and for the last twelve years as financial advisers. We assist business owners with their bookkeeping and accounting as well as tax preparation, tax and financial planning and financial statement preparation. We also work with individual clients preparing tax and financial plans and income tax returns. We have been expanding our practice to include our financial advisory services, which includes retirement and estate planning, succession planning and legacy planning. We believe that working from a financial plan is important. We value and seek to establish long-term relationships with our clients. We seek to grow our practice by leveraging the aforementioned skills by acquiring assets under management and/or possibly merging into a larger firm.

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