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.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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