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This business is an independent, fee-based, professional services practice that offers financial planning, advance insurance sales, and estate planning service. A buyer must be a Registered Investment Advisor (RIA) and be licensed to sell insurance products, Accident, Health, and Life. The business has been providing services to both individual and business clients for over 35 years and therefore is well-known. As a result, they regularly receive new inquiries from prospective clients. The client base consists of approximately 60 clients, most of them can be considered of a higher-net worth and most of whom have utilized 3 or 4 services offered by the business. The business generates fees More info
• Accounting and tax (enrolled agent) practice for sale in the Concord, NH area, focused primarily on tax preparation for individuals (59%) and business/other entities (33%), accounting services (2%), and payroll (6%)• 2019 gross revenues are estimated to be approximately $127,000• Strong net cash flow to owner of approximately 80%• This would make a great starter practice or an easily integrated addition to an existing firm• The owner will assist in transitioning clients to the buyer More info
• Annual gross revenues of approximately $225,000, desirably blended to include accounting (18%), tax preparation for individuals (52%), tax preparation for businesses/other entities (16%), and other revenues derived from business entities (14%)• The firm enjoys a loyal following, as evidenced by its excellent historical retention rate• This would make for a great starter practice• Experienced staff, an assumable location, and an owner willing to assist in transitioning clients to the buyer make this a turnkey opportunity More info