Overview

We are a subsidiary of a CPA firm that has offices across the nation and are looking to expand in core geographies. We believe in providing holistic advice and specialize in serving closely held business owners in identifying their wants and needs and delivering value added solutions that help them achieve their goals. We are looking to acquire and/or merger with individuals or teams that would like to have the power of a large CPA firm enhancing their practice.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Resources
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