This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a seamless transition. The client base has been carefully selected to align with the firm’s culture. It is comprised of appreciative, long-term clients who value individualized attention and are willing to pay a premium for high-quality service. The firm serves a diverse range of industries, including construction, manufacturing, distribution, and service-based businesses. With outstanding cash flow exceeding 90% and low owner hours at approximately 1,500 per year, this practice offers both flexibility and unmatched financial performance. Ideal for a buyer looking to step into a streamlined, high-return operation. Highlights: ● Cash flow exceeding 90% ● Owner hours approx. 1,500 per year ● Premium average fees Ideal Buyer: The ideal buyer will be responsive and easygoing, maintaining the approachable, supportive atmosphere that clients appreciate. This opportunity is well-suited as a valuable addition to an existing firm or as a solid foundation for someone looking to establish their own practice.
#5174 - Central Orange County - VIRTUAL
ref | state | location | annual gross $ | status | private sale / broker |
---|---|---|---|---|---|
5174 | VIRTUAL | Central Orange County | $420,000 | new | Poe Group Advisors |