With another 20+ years to be in business, I am looking for opportunities to buy/merge practices. I am primarily an AUM fee-based advisor, but also employ VAs and other types of products in doing financial planning for my clients. I have an excellent assistant that helps me monitor and grow my business.
I am looking to buy solo-shop practices with books generating $10,000 to $150,000 per year in recurring revenue, i.e. fees, trails, etc. I am flexible in the ratio you want to be paid and the time frame.
I just completed a $15MM AUM, $100,000 revenue purchase with accelerated payments (6 months) to the Seller. Process going very smoothly, with 100% of clients transferring and several comments that "[Seller], you picked a good one."
I look forward to the opportunities. Feel free to reach out with a phone call or message.
Thanks for looking me up!