Overview

I hope to be able to provide a succession opportunity for an advisor who is in "maintenance mode" with his or her practice and is looking to begin to transition equity via a note or seller-financed buyout. I have a small book of business to migrate (<$5m) as part of this process. I am highly motivated to scale and grow an existing practice as part of the buyout/succession opportunity, and have a proven track record of excellence in client relationship management and communication.

Market
Advisor/RIA
Last Activity
this week

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