CPA $2MM AGR in Cedar Rapids, IA

Market
CPA
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Cedar Rapids, IA, US
Gross Revenue
$2,000,000.00
Credentials
CPA, CFP
Services
Tax Planning
# of Accounts
800
Avg Client Age
58
Overview

We are an established and growing RIA with multiple midwest locations. Our team consists of CFP and CPA professionals who focus on fee-based advice and fee-based investment management. We have extensive experience integrating and transitioning retiring advisors and their clients with our robust team of advisors, analysts and support staff.

We provide comprehensive tax, retirement and estate planning to our clients and are seeking to partner with and eventually acquire an existing firm that specializes in tax preparation so as to leverage our existing deep integration with our clients financial and tax planning to provide the full suite of tax-related service in-house.

Location of a partner/acquisition target firm does NOT need to be in a city or state with an existing Basepoint Wealth office.

Basepoint Wealth. From here you can go anywhere.

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