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Financial & Insurance · Central Connecticut, CT

Accounting and Investment Advisory Firm in Central Connecticut

Main Street

Not disclosed

Asking price
Not disclosed
EBITDA
—
Revenue
$1M

4% above median ($966K)

Multiple
—
Margin
—

About this business

This established accounting and investment advisory firm is located in central Connecticut, providing a variety of financial services including tax preparation and bookkeeping, but excluding audits. The business generates a total gross revenue of $1,000,000, which includes both its tax and investment advisory services.

  • Gross revenue of $1,000,000
  • Established practice in central Connecticut
  • Owner willing to assist in transition
  • Broad range of services offered
  • No client niche or concentration

Business details

Category
Financial & Insurance
Business type
Main Street
Location
Central Connecticut, Connecticut
Listing ID
CT-2145

Listing history

  1. Listed · Nov 4, 2026

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