Advisory/Consulting for Sale — California

Practice type
Advisory/Consulting
Location
California
Asking price (broker's own figure)
$3,890,000
Annual revenue (broker's own figure)
$1,914,605
Listed by
Poe Group Advisors

From the broker’s listing

This is a rare opportunity to acquire 70–100% equity in a firm with institutional-level systems and untapped growth potential. The owner is seeking a larger platform or strategic partner to continue scaling. This practice is ideal for a family office, PE group, or multi-office CPA firm aiming to grow through advisory expansion and acquisitions.

View this listing on Poe Group Advisors →

The Practice Market is an index of listings other firms publish. We are not the seller, not the broker of record, and we do not value practices. Every figure on this page is the broker’s own published number, shown as they published it.

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