This well-established and highly-respected firm specializes in the design, implementation, compliance and administration of tax-qualified retirement plans for small to mid-sized businesses. Working with financial professionals, the Company specializes in defined contribution and defined benefit plans to suit the needs of client companies in a completely independent manner. With more than 35 years of industry experience, this business has built a stellar reputation and thrives on strong professional relationships. Seller will consider remaining with the business to ensure a successful transition to the new owner.
Asking Price $2,490,000
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