Decades of Excellence: Renowned Accounting Firm with Investment Expertise
Established in the 1980s, this premier Certified Public Accountants and Financial Planning & Investment Services firm presents a rare opportunity for acquisition. With nearly 40 years of dedicated service, it has cemented its reputation as a trusted advisor to individuals, businesses, and nonprofits throughout the Northeast.
The company's specialty lies in serving a diverse clientele, including private and public companies, nonprofits, and family-owned businesses. Its success stems from deep, personal client relationships and a robust referral-based acquisition strategy, a testament to its client satisfaction and trust.
At the heart of its operations is a full suite of services, encompassing comprehensive accounting, strategic financial planning, and savvy investment management. This holistic approach empowers clients to reach their growth ambitions effectively.
The firm's team, boasting experienced CPAs and professionals with over two decades of expertise, is a key pillar of its success. This dedicated group upholds a commitment to personalized attention, ensuring that each client's unique needs are met with precision and care.
With a forward-looking vision, this company stands as a beacon in the professional services landscape, distinguished by its team-driven approach, cost-effective fee structure, and unwavering dedication to client-centric service. As it steps into a new chapter, the firm is perfectly positioned to thrive in an evolving market, making it an attractive acquisition for those seeking to invest in a legacy of excellence and growth potential.
Acquisition Highlights:
Headquarters: Northeast
Services: Tax and Accounting Services, Fractional CPA Services, Investment and Financial Planning
Facility: Two 2,500 square foot offices.
Growth Opportunities: Offer services to small public companies, leverage employee capabilities to assist clients in building internal structures for better financial management.
Employees: An experienced staff of 13 professionals, many with long tenure.
