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Ref Location Annual Gross $ Status Private sale/Name of broker
2835 Mid-Peninsula Bay Area $615,846 Available New Clients Inc.

Mid Peninsula Bay Area, California Practice Fact Sheet
Supplied by New Clients, Inc.

Year Established: 1992

Purchase Price: $769,000 – Financing available to qualified applicants. Various programs available. Call for details.

Net Profit: $330,227

Monthly Clients: 2, Avg Fee: $9,085, Total: $18,170
Quarterly Clients: 10, Ave Fee: 4,099, Total: 40,990
Annual Clients: 10, Avg Fee: $4,933. Total: $49,330

Income Tax:

Individuals: 92 Avg Fee: $4,792 Total: $440,864
Business Corp: 3 Avg Fee: $3,320 Total: $9,960
Other-Trusts: 21, Avg Fee: $2,692, Total: $56,532

Total Gross Income: $615,846

Description of area: High net worth, high income individuals and their small businesses.

Seller is requesting the following additional information from buyer:

Confidentiality Agreement

Financial Statement

Interested Parties Should Contact:
Todd Steinberg

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.


Todd Steinberg
Executive VP of Sales & Marketing

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