Overview

Established independent practice with over 30 years of experience. Currently have 3 offices in Southern Illinois and actively exploring opportunities to acquire or merge with another practice that is a good fit. We have previously helped 4 other advisors transition their practices though buyout arrangements. In every situation, the buyer, the seller and the clients have been very satisfied with the transition. Looking for a qualified advisor to join the team and play a key role in the continued expansion and future succession plan.

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within 6 months

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