Practice established in 2002. Retirement minded owner. Available for a reasonable transition period. Client Information: 32 Monthly Clients - Average Fee- $790.00 - Total - $25,273 25 Quarterly Clients - Average Fee - $689.00- Total - $17,212 443 Annual Clients (Taxes) - Average Fee - $3,551.00 - Total $ 1,573,194 Owner cash flow for year-end 2025 - $320,000 Client mix consists of small to medium sized closely held businesses.
#5403 - Phoenix - ARIZONA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5403 | AZ | Phoenix | $1,615,000 | new | Thrive Financial Group, LLC |
