$100MM AUM | $2MM GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
200
Avg Client Age
60
Overview

Our firm has two offices, one in Cincinnati and one in Indianapolis. The Indianapolis office was acquired from a CPA practice. There was one advisor working for the CPA firm when it was sold to Broadview. The advisor left the practice at the time of the purchase. Three advisors from Cincinnati served the remaining clients for two years. Then, I retired from the CPA practice and am now working for Broadview as a financial advisor. We are interested in expanding the Indianapolis office and in the process finding a successor advisor for myself.

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