Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Overland Park, KS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$750,000.00
# of Accounts
800
Avg Client Age
50
Overview

Looking for practices that are looking for succession or just the opportunity to grow. We will buy (have bought) practices dealing solely with individual clients, but we really would love a client base dealing with business owners. We also have a Commercial P&C, Surety Bond, Employee Benefits, and Personal Lines practices. We have financing preapproved if seller doesn't want to carryback note.

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