$420MM AUM | $1.5MM Rev in
We are multi-generational independent wealth management office seeking firms in search of a succession plan for retirement, slow phase-out, or continuity. Additionally, we are considering opportunities to partner with similar, like-minded advisors to create better scale, pricing, etc.
Our team is lead by two industry veterans who have bought and sold businesses previously and understand the process.
We are flexible and pragmatic in our arrangements.