Outsource Financial Planning Revenue

Financial Services • Bethany, Oregon, United States • 1-10 Employees

Outsource Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Outsource Financial Planning

Jacque Lefore

Owner

Company overview

Headquarters	14987 NW Twinflower Drive, Portland, OR 97229, US
Website	outsourcefinancialplanning.com
NAICS	52
SIC	628
Keywords	Equity Compensation (Stock Options, Tax Considerations (Short And Long Term), Liqudation Modeling), Restricted Awards
Founded	2014
Employees	1-10

Outsource Financial Planning Email Formats

Outsource Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@outsourcefinancialplanning.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@outsourcefinancialplanning.com	100%

About Outsource Financial Planning

Assist financial advisors in executing financial plans for their clients. As an advisor, you guide your client through the planning process. We assist you in the process by: • Allow you to spend more time working in your area of core competency • Add an experienced team member on-demand without salaries, benefits, training, etc. • Enhance the depth of expertise you offer client by adding a CFP® designee • Maintain the latest financial planning software without licensing, fees, etc. • Access our expertise in a variety of complex client planning scenarios

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Outsource Financial Planning has never raised funding before.

Frequently asked questions

Outsource Financial Planning is located in Bethany, Oregon, US.

Outsource Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Outsource Financial Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Outsource Financial Planning was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Outsource Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Outsource Financial Planning

Jacque Lefore

Owner

4.8

40,000 users