New Seller in California

New Seller in California

Registered Representative For Sale

This is an opportunity to acquire a fee-based practice near the central coastline of California with 136 long-tenured households and no retained expenses. The seller is an EA and will be focusing their time continuing to service approximately 60% of the clients with their tax and accounting needs.

The seller is looking for a successor that has life experience and offers a “family culture” experience.

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