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Financial Asset Management Company For Sale

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  • Established Tax & Financial Planning Practice

    Unique opportunity to purchase a well run, established tax and financial planning practice. Great stand alone business or add to existing. No requirement to be a CPA or CFP. In business for almost 20 years with established clientele. Approx. 70% of revenues generated in the tax practice and another 30% from the financial planning. Seller will assist...

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