PracticePlan
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.practiceplanadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About PracticePlan
PracticePlan Advisors specializes in mergers and acquisitions consulting services tailored for accountants and financial planners. With over 20 years of experience, they assist professionals in navigating the complexities of practice sales and transitions, from small firms to multi-million dollar operations. Their services focus on practice valuation, growth, and strategic planning for buying, managing, and selling firms. Intended clients include CPAs and financial planners looking to optimize their practice ownership lifecycle.Explore more
PracticePlan Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2004
DT
Dena TestaManaging Partner and CEO and President and Partner and Principal and Shareholder
Company Profile Activity
Activity Insights
PracticePlan is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
PracticePlan is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about PracticePlan.
PracticePlan Tech Stack
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PracticePlan Advisors specializes in mergers and acquisitions consulting services tailored for accountants and financial planners. With over 20 years of experience, they assist professionals in navigating the complexities of practice sales and transitions, from small firms to multi-million dollar operations. Their services focus on practice valuati... Read More
