Overview

I run a Wealth Management Firm and I am looking to add an Accounting Component. My Practice is primarily focused on Managing the needs of the Small Business Community and assisting affluent individuals with managing their Estate and Trust needs. An ideal match for me would be an Accounting Firm who is interested in expanding the services offered to clients, but would prefer to outsource the Wealth Management operation. A Formal Partnership or Merger would allow the Accounting Firm to participate in Revenue Sharing, while expanding its offerings to clients. It's also a great way to generate additional business.

Market
CPA
Member Level
Premier
Last Activity
2 weeks
Listing Age
967 days old

Business Data

Blurred Charts

Specializations and Concentrations

Blurred

Technology Solutions

Blurred Blurred

CRM System

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...