The PREC Planners Revenue

Financial Services • Canada • 1-10 Employees

The PREC Planners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at The PREC Planners

Joanne Martin Cooney

CEO and Lead Financial Planner

Company overview

Headquarters	Canada
Website	theprecplanners.ca
NAICS	52
Founded	2024
Employees	1-10

The PREC Planners Email Formats

The PREC Planners uses 1 email format. The most common is {first name} (e.g., john@theprecplanners.ca), used 100% of the time.

Format	Example	Percentage
{first name}	john@theprecplanners.ca	100%

About The PREC Planners

Welcome to The PREC Planners, your dedicated partner in real estate financial success! At The PREC Planners, we specialize in providing tailored financial planning services exclusively for real estate professionals. Founded by JoAnne Martin, a seasoned financial planner and subject matter expert in the real estate industry, our firm is committed to helping real estate agents, brokers, and property investors navigate the complexities of their financial landscapes. With a deep understanding of the unique challenges and opportunities faced by real estate professionals, we offer personalized solutions designed to optimize tax efficiency, plan for retirement, and achieve long-term financial goals. Whether you're looking to maximize your income, secure your financial future, or plan for the next phase of your career, we're here to support you every step of the way. Our services include comprehensive financial planning, tax optimization strategies, retirement planning, investment management, and more. We take pride in our client-centric approach, providing proactive guidance and ongoing support to ensure that our clients feel confident and empowered in their financial decisions.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

The PREC Planners has never raised funding before.

The PREC Planners Tech Stack

Discover the technologies and tools that power The PREC Planners's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

MySQL

Databases

GoDaddy

Hosting

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Swiper

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

RSS

Miscellaneous

Priority Hints

Performance

Frequently asked questions

The PREC Planners is located in CA.

The PREC Planners generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

The PREC Planners has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The PREC Planners was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at The PREC Planners

Joanne Martin Cooney

CEO and Lead Financial Planner

4.8

40,000 users