I am looking to acquire, merge or join to be a successor for a similar practice as mine. I have been in the financial planning industry for 25 years, yet have primarily been building my fee based investment practice since 2007. Primarily an advisory practice with a strong emphasis on financial planning as the basis for discussions surrounding accumulating and protecting wealth. Small business owners are my typical customer base, which has garnered 20% of my revenue in retirement plans as a fiduciary. I am a big believer in investing in my practice through software and a 9 year Client Relations Manager who is in very close contact with all of my clients.