Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Fort Lauderdale, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
60
Avg Client Age
50
Overview

I'm a CPA, CFP and Attorney looking to acquire a practice from an advisor that has deep relationships with his/her clients that understands the value of their practice and wants the buyer to maintain the value of the practice after sale.

OR

I am looking to assist a planner in establishing a succession plan in the event of death, disability, or retirement which will help implement a future exit strategy.

As a CPA, CFP, Attorney with an LL.M. in Taxation and am located in Broward County, My practice consists primarily of South Florida clients in the Broward, Miami-dade and Palm Beach areas.

If you are a financial advisor, have strong relationships, and/or would like to maintain/protect the value of your practice after sale. Reach out me directly at ___-___-____.

Matthew I. Botkin, CPA, CFP, J.D., LL.M. (Tax)
Building Financial Solutions, Inc.
___

I can also be found on linkedin.
https://___

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