Overview

Maturing practice with capacity for growth. Focused on the pharmaceutical industry, looking to acquire to grow the practice to achieve greater scale moving forward. Focusing more on fee based growth vs other revenue streams. Current mix is roughly 50% FB with remainder in Alternative Investments and Annuities. Goal to move toward 75-80% fee based makeup either organically or through acquisition.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Resources
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