Location:                                            Central, New Jersey                                     

      Years Established:                            22 Years                                              

      Under Present Owner:                     22 years                            

      Gross Sales:                                      $654,897

      Cash Flow:                                         $183,983

      Inventory:                                           NA 

      FF&E:                                                  TBD                                                                                                       

      Number of Employees:                     7 full time, 1 part time

      Asking Price:                                      $775,000

      Reason for Selling:                           Retirement                     

      Lease Expiration:                              2012                                                     

This is a successful, unique service firm formed in 1989 in Central New Jersey helping clients ranging from senior citizens and home-bound residents to small businesses, organizations and professionals.

 This firm provides highly skilled and caring personnel to assist its clients. They specialize in personal financial and accounting services including tax return preparation. They also specialize in guardianship services including benefit coordination and program enrollment. This firm’s knowledge and experience of working with various service agencies enable them to handle complex situations in an efficient and cost effective manner.  The goal of this firm is simple “to provide quality, professional and personalized services to those who need help managing their daily finances”  This firm is a “service only” company.  No investment advice is given and no products are sold.  Demographics support continued growth in this industry. In the year 2007, persons 65 years and older represented 18% of the population of New Jersey. Of those persons, 22% of them were 80 years old and over. 

What sets this business apart from others is its unique ability to be sensitive to the needs of individuals and families trying to maintain their financial independence. This firm does not have a one approach fits all mentality. It tailors services to the special requirements of each client. The end result is a caring, experienced, knowledgeable approach to reach its goal with every client. This combination has provided the benchmark for current success and the foundation for future growth. 

A savvy, new buyer will build upon this strong foundation by developing a business plan to integrate this caring profitable firm into its current business model, resulting in synergies for both.