Cypress Financial Planning Revenue, Growth & Competitor Profile

DBA CYPRESS FINANCIAL PLANNING LIMITED LIABILITY COMPANY
DBA CYPRESS FINANCIAL PLANNING, LLC

Company Profile & Annual Report for Cypress Financial Planning

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Cypress Financial Planning Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	400 White Horse Pike Haddon Heights, NJ 08035

Note: Revenues for privately held companies are statistical evaluations.


Cypress Financial Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Cypress Financial Planning's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Cypress Financial Planning is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Cypress Financial Planning Annual Revenue and Growth Rate

Cypress Financial Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Cypress Financial Planning's revenues are gauged from an analysis of company filings.

Cypress Financial Planning's Income Statement (based on Industry Averages)

Cypress Financial Planning P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Cypress Financial Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Cypress Financial Planning, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Cypress Financial Planning. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
KIG	West Deptford, NJ	100
EAGLE WEALTH STRATEGIES	West Deptford, NJ	92
VANGUARD MANAGEMENT SERVICES L	Woodbury, NJ	55
CYPRESS FINANCIAL PLANNING	Haddon Heights, NJ	45
EC GROUP HOLDINGS	Hammonton, NJ	38
STURDIVANT	Mt. Laurel, NJ	36

Future Competition: Cypress Financial Planning's Fastest Growing Competitors

These companies are in the same general field as Cypress Financial Planning and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)