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Listing Number Location Annual Gross Asking Price Status
NY1070 Mid Westchester County $80,000 $85,000 Sold


• Owner Retiring
• Good standing relationships with all clients.
• Good cash flow with little expenses.
• Competitive billing rates.
• Revenues are 100% tax, with single business client, and the rest individual.
• 2013 estimated income of $76,000.
• In 2010 and 2011, seller awarded "5-Star Wealth Manager of Westchester County" as seen in Westchester Magazine.



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