Overview

I hope to connect with a potential seller or who is looking for a succession plan for the next few years. We can discuss our model, how to value your practice, transition and we will open it up to any questions regarding our process and our previous merger/acquisitions we've done over the years. Our team would prefer your practice to join our office in Irvine for a smooth transition for your clients. Contact me for more information, thank you.

Market
Advisor/RIA
Last Activity
within 2 months

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