$17MM AUM | $1 GDC in Tampa, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Tampa, FL, US
Fee 0% Commission 100%
Gross Revenue
$1.00
# of Accounts
50
Avg Client Age
58
Overview

I am currently 56 with a sound advisory practice. My goal is to find a small practice to merge with as the intent for me is to buy the senior person's advisory practice within 1-2 years. I will then look to build a succession plan for myself with a junior person who is either currently a part of the practice or who can be added to the practice in the next 1-2 years and who can immediately take over the lions share of the smaller part of the combined book. Please note I have no interest in selling my practice at this time.

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