$65MM AUM | $685,000 GDC in Ft Lauderdale, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Ft Lauderdale, FL, US
Listing Type
Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$685,000.00
# of Accounts
200
Avg Client Age
58
Overview

I am seeking an established ensemble team to merge my business with, one that is consolidating smaller books of businesses in exchange for equity. I want to still remain part of the business, as the "rainmaker" so to speak, and have an equity share of the total aggregate. I easily convert leads to clients and want to continue doing so. My employees-2 full time 1 part time-must stay in the company, they are very much valuable assets.

The business: A "one stop shop" for annuities, fixed and variable, insurance, tax services, etc. My clients are highly satisfied.

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