Fast Growing Financial Advisory Firm with Technolo

Not Disclosed, CA
Alameda County

ofice space


Asking Price: Annual Revenue:
Not Disclosed $3,835,806

Services: Business & Office Services


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RE: Fast Growing Financial Advisory Firm with Technolo Broker: Raj Sathayseelan
License #: 02071580

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $3,835,806
Net Profit: $1,257,224
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: 80
BBN Listing #: 502156614
Broker Reference #: SV00179

Email or Print Listing

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Business Overview:

Founded in 2008, this financial advisory company offer expert Finance, Accounting, CFO & Strategic Advisory services to small businessws in the following industries - IT Services, Product SaaS and Non-Profits. They offer endless scalability, allowing funded technology startups and growing small businesses to grow from inception to exit by managing complete back office operations for them so they can focus on running their business successfully. Their clients are primarily concentrated in San Francisco Bay Area region.

They offer end to end Accounting and Financial management serices right from CFO to book-keeping and HR Services so they become an extension of our clients’ workforce. This ensures that processes are streamlined and efficient. Their unique differentiation compared to other CPA firms are:

Integrated and scalable service offering right from CFO Advisory to HR Services
Hands-On Approach was both the US and India Team work alongside client teams.
Breadth of Knowledge & Experience with a stellar US Based Leadership Team
Better Solutions at 30-50% Savings compared to other firms with no outsourced operations
This business opportunity has potential to grow in the bay area region and also potential in new markets. The founders are committed to a successful transition to the acquirer..

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Reason for Selling:

Owner is ready to retire.

Additional Details:

  • The property is owned.
  • The owner is not willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

Relevant Links:

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