• Seller retiring and will be available to assist buyer with transition as agreed after closing.

• 2026 gross revenues estimated to be $680,000 with AUM of $18.6M.

• Year-round service mix includes advisory services (30%) and tax & accounting (70%).

• Option to buyer to lease, purchase or move practice nearby.

• Great cashflow to new owner with loyal long-term clients in a wonderful community.

• Knowledgeable staff in place to support buyer and provide an easy transition.

• Prime opportunity for an individual or an existing firm that is looking for a second location.