ARIZONA

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REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

5026	AZ	Scottsdale	$5,000,000	new	Private Sale

Established Wealth Management, Tax Preparation, and Accounting/Bookkeeping practice with offices in Scottsdale Arizona and Richland Washington. Owner is looking for a complete sale of the business. Exit would be preferred by a private equity backed buyer who is much larger than us and who would be able to integrate our clients into their larger operation.
Buyer must have proven servicing model, marketing, and technology to support the transition and client servicing needs for both the Investment Management and Tax/Accounting clients.

*FOR INTERESTED AND QUALIFIED BUYERS, PLEASE EMAIL ME WITH THE FOLLOWING:
1) Your Website Address
2) Include a short bio on how you meet the buyer qualifications

Thank you.

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