DescriptionThis well-established firm located in a large metro area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients.
• Diverse, sticky client base including small nonprofits, government contractors, and service-based businesses
• Fully virtual operations supported by established systems, workflows, and infrastructure
• Strong digital presence with proven marketing channels
• Scalable platform suitable for add-on growth or portfolio acquisition
• Ideal for an owner-operator or strategic buyer seeking predictable cash flow with minimal operational burden
This is a low-touch, high-margin business with durable revenue and limited customer concentration risk.
Listing Type: Flat Fee
Listing ID: 26385
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