Milestone Financial Planning Revenue, Growth & Competitor Profile

DBA MILESTONE FINANCIAL PLANNING, LLC

Company Profile & Annual Report for Milestone Financial Planning

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Milestone Financial Planning Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3 Executive Park Drive Suite 200 Bedford, NH 03110

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Milestone Financial Planning's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Milestone Financial Planning is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Milestone Financial Planning Annual Revenue and Growth Rate

Milestone Financial Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

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

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

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

Milestone 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 Milestone Financial Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Milestone 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
ALUMNI VENTURES GROUP	Manchester, NH	100
RPWM PARTNERS	Bedford, NH	60
YORK INVESTMENTS HOLDINGS	Manchester, NH	47
MAINLEY GRASS HOLDINGS	Bedford, NH	16
CONCORD TRUST	Bedford, NH	16
FINANCIAL STRATEGIES RETIREMENT	Bedford, NH	14

Other Companies at 3 Executive Park Drive, Bedford NH

Company	Headquarters	Revenue ($ MM)
CONCORD TRUST	Bedford, NH	100
FINANCIAL STRATEGIES RETIREMENT	Bedford, NH	86
SEKELLALAW PLLC	Bedford, NH	23
BRUNO ENTERPRISES	Bedford, NH	22
BEDFORD AUTOMOTIVE RESOURCE CONSULTANTS	Bedford, NH	16

Future Competition: Milestone Financial Planning's Fastest Growing Competitors

These companies are in the same general field as Milestone 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)