Qualified buyer who previously acquired a practice through Succession Link with 100% retention (less one client who passed away due to age). I'm interested in acquiring practices from select advisors exiting the industry over the next 0-3 years. Clean U-4. Likely an all cash buyer depending on size of practice. My team advises roughly 50 families coast-to-coast including financial planning, in-house assets, and outside investments.

Succession Link Interview:
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Full-length: https://___

Additionally, I spent roughly a decade consulting financial advisors nationwide at most major intermediaries, so I am deeply familiar with different practice models, products, services, etc., and what is required for a seamless practice transition. I welcome the opportunity for an introductory call to see if we are a good fit.

Member Level
Last Activity
6 months or more

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