Overview

Goal: Find the right fit to merge or take over a family practice.
Years Experience: 11 years in the business but 3 years as an independent
Credential's: MBA, CFP, EA
Current Practice: I currently provide tax preparation, financial planning, insurance, and asset management services. For practices that offer pieces of these services; my value add is that I can create a positive transition for clients and continuity in the services that they receive. If you do not offer these services then as I buy out your practice; revenue can be increased with these additions and thus add more revenue for you and a higher payout than your evaluation.


Last Activity
2 weeks
Listing Updated
April 29, 2024

Business Data

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