Overview

Looking for practices that are either looking to sell to or merge with my company. We have infrastructure prepared for such an acquisition and have the necessary financials to complete this type of deal. We recognize the growing demand for advisors to exit the industry on their terms and over time; and we feel we've created a foundation that competitively facilitates this need. One of our greatest assets is our young bench of talented advisors and licensed support staff who work with our veteran advisors to help them leverage their time to their most profitable daily activities.

Market
Advisor/RIA
Last Activity
within 3 months

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