Overview

In business for 20 years, son joined me 5 years ago and is now a CFP. Daughter plans to transition into the business (currently an environmental consultant) over a 18 -24 month period. An acquisition will accelerate the pace of this transition and our firms growth. My son's wife is from a fairly high profile family in Bluffton, so it could be a good fit for him.
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Last Activity
6 months or more

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