$104MM AUM | $1.2MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
$1,170,000
Gross Revenue
200
# of Accounts
56
Avg Client Age
Overview

With the backing of UBS and a strong practice and staff of my own, I can transition advisors to the firm and completely out of active practice for a sum of 300 to 600% of trailing twelve revenue, structured as a forgivable loan so that the acquiree may avoid taxes on those buyout proceeds.

Extended Profile Information

Loading...