Practice Valuation & Deal Terms Calculator

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I have acquired 3 practices since 2014 and we are looking to grow through acquisition and/or through mergers or continuity partnerships. We have the scale to acquire a practice as is, with or without staff or office space, and we service 25% of our clients remotely that reside outside of California. Our owned headquarters building is in Sacramento, CA with space for additional advisors/teams. We have additional offices in San Jose, CA and just outside Seattle, WA. We are looking to expand and/or be a resource to others looking to grow or acquire practices.

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