Overview

The business is part tax preparation 25% (not included in listed revenue) and part advisor 75%, so you would need to be a qualified tax professional licensed in CA or have one on your staff. About 85% of my advisor revenue is fee based with some trails and commission depending on the year.

My health has been declining and as hard as it is to accept after so many years, it is time to allow someone else to work with these wonderful clients so I can spend time with my family. Most clients are living in the south Orange County area or have ties to the area so they don't often feel the need to find a new advisor if they move. The tax return preparation process has been in place since day one, their tax information and returns are mailed, emailed or dropped off, so this is a great Covid friendly practice. I don't want to turn it over to a "flipper" or someone who does not plan to work the practice.

My health challenges have made me reluctant to expand the last few years, but there is a good deal of opportunity available to increase revenue. Working in a beautiful laid-back beach community would be the ideal situation for the right advisor/tax pro. The area has only become wealthier over time and residents are looking for a friendly local advisor.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
398 days old

Business Data

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