Succession Financial Revenue

Financial Services • • 1-10 Employees

Succession Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Succession Financial

Eric E. Wolfe

Senior Financial Advisor, Founder

Company overview

Headquarters	XX
Website	succession-financial.com
NAICS	52
Employees	1-10

Succession Financial Email Formats

Succession Financial uses 2 email formats. The most common is {second initial}{last name} (e.g., odoe@succession-financial.com), used 66.7% of the time.

Format	Example	Percentage
{second initial}{last name}	odoe@succession-financial.com	66.7%
{first name}{last name}	johndoe@succession-financial.com	33.3%

About Succession Financial

Your Financial Dreams, Our Expertise At Succession Financial, we empower you to navigate life’s financial journey confidently. We are committed to simplifying and coordinating your investment, tax, insurance, and estate planning needs under one roof. Schedule a Consultation Our mission is to help you strike a balance between meeting the demands of today and securing

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Succession Financial has never raised funding before.

Frequently asked questions

Succession Financial is located in XX.

Succession Financial generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Succession Financial has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Succession Financial

Eric E. Wolfe

Senior Financial Advisor, Founder

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