Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Excelsior Springs, MO, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$600,000.00
# of Accounts
750
Avg Client Age
60
Overview

Plan for successor transition and merge to make a more viable firm for acquisition.

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