$21MM AUM | $300,000 GDC in
I am in the process of building a financial services practice that I intend to last over many generations to come and we are looking to either acquire practices or bring over new advisors. For new advisors, we have a model that is NOT seen anywhere in the advisory marketplace today. It includes an attractive payout, profit sharing and partnership potential to the right person. In our affiliation agreement are two unique clauses: WE sign a do not compete ___ want you to be happy and if you are not happy you are free to take your clients with you. In addition, we guarantee to purchase your practice at the GREATER of 2x past five year average production OR an independently obtained market valuation. For merge/acquisition candidates, we can work together to arrive at a mutual agreed upon price or arrangement.