Hot Listing
Full Service CPA & Financial Advisory Firm
Business Description
Decades of Excellence: Renowned Accounting Firm with Investment Expertise Established in the 1980s, this premier Certified Public Accountants and Financial Planning & Investment Services firm presents a rare opportunity for acquisition. With nearly 40 years of dedicated service, it has cemented its reputation as a trusted advisor to individuals, businesses, and nonprofits throughout the Northeast.
The company's specialty lies in serving a diverse clientele, including private and public companies, nonprofits, and family-owned businesses. Its success stems from deep, personal client relationships and a robust referral-based acquisition strategy, a testament to its client satisfaction and trust.
At the heart of its operations is a full suite of services, encompassing comprehensive accounting, strategic financial planning, and savvy investment management. This holistic approach empowers clients to reach their growth ambitions effectively. The firm's team, boasting experienced CPAs and professionals with over two decades of expertise, is a key pillar of its success. This dedicated group upholds a commitment to personalized attention, ensuring that each client's unique needs are met with precision and care.
With a forward-looking vision, this company stands as a beacon in the professional services landscape, distinguished by its team-driven approach, cost-effective fee structure, and unwavering dedication to client-centric service. As it steps into a new chapter, the firm is perfectly positioned to thrive in an evolving market, making it an attractive acquisition for those seeking to invest in a legacy of excellence and growth potential.
The company's specialty lies in serving a diverse clientele, including private and public companies, nonprofits, and family-owned businesses. Its success stems from deep, personal client relationships and a robust referral-based acquisition strategy, a testament to its client satisfaction and trust.
At the heart of its operations is a full suite of services, encompassing comprehensive accounting, strategic financial planning, and savvy investment management. This holistic approach empowers clients to reach their growth ambitions effectively. The firm's team, boasting experienced CPAs and professionals with over two decades of expertise, is a key pillar of its success. This dedicated group upholds a commitment to personalized attention, ensuring that each client's unique needs are met with precision and care.
With a forward-looking vision, this company stands as a beacon in the professional services landscape, distinguished by its team-driven approach, cost-effective fee structure, and unwavering dedication to client-centric service. As it steps into a new chapter, the firm is perfectly positioned to thrive in an evolving market, making it an attractive acquisition for those seeking to invest in a legacy of excellence and growth potential.
About the Business
- Years in Operation
- 45
- Employees
- 13
- Facilities & Assets
- Two 2,500 square foot offices.
- Opportunities for Growth
- Offer services to small public companies, leverage employee capabilities to assist clients in building internal structures for better financial management.
Real Estate
- Owned or Leased
- Leased
About the Sale
- Seller Motivation
- Owner wishes to retire.
- Transition Support
- Owner to provide transition support.
Listing Info
- ID
- 2340919
- Listing Views
- 1642
Listing ID: 2340919 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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