Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$104,000,000.00
Gross Revenue
$1,170,000.00
# of Accounts
200
Avg Client Age
56
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.

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