Overview

We work with medical and faculty professionals and widows. The ideal successor/colleague is someone in their late 30's to 40's most likely a seasoned cfp who has worked with medical and university professionals in the past. I have multi generational relationships that can profit from a younger advisor or successor team who then can transition into ownership The practice has been grown from zero to stable 300k revenue. I am looking to transition out in a few years.

Last Activity
2 weeks
Listing Age
2,023 days old

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