Mid Peninsula Bay Area, California Practice Fact Sheet

PRACTICE FACT SHEET: Mid Peninsula Bay Area, CA
Supplied by New Clients, Inc.

Year Established: 1999

Purchase Price: $769,000 – Financing available to qualified applicants. Various programs available.  Call for details.

Net Profit: $330,227


Monthly Clients: 2, Avg Fee: $9,085, Total: $18,170
Quarterly Clients: 10, Ave Fee: 4,099, Total: 40,990
Annual Clients: 10, Avg Fee: $4,933. Total: $49,330

Income Tax:

Individuals: 92 Avg Fee: $4,792 Total: $440,864
Business Corp: 3 Avg Fee: $3,320 Total: $9,960
Other-Trusts: 21, Avg Fee: $2,692, Total: $56,532

Total Gross Income: $615,846

Description of Clientele: High net worth, high income individuals and their small businesses.

Description of Area: Mid Peninsula Bay Area. Located in the heart of Silicon Valley, the Bay Area is a vibrant, growing area with endless opportunity.

Seller is requesting the following additional information from buyer:

Interested Parties Should Contact:
Todd Steinberg
[email protected]

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.


Todd Steinberg
Executive VP of Sales & Marketing