I run a boutique financial planning firm with a high-touch, high-tech approach. My primary focus is holistic financial planning. I'm looking for a practice or individual wanting to transition out of the business and is interested in selling that practice. A practice that does not have a succession plan in place or does not have the right person to fulfill that succession plan. It would be preferable to be a fee-only practice but that is not required. If there are any insurance or annuity business, I have connections to work with your practice on those areas. We have the ability to completely transition your business and provide you with the liquidity you need.