Overview

I am looking for a succession planning, selling, or merging

I have clients in Louisiana, Miramar Beach Florida.
I live in Inlet Beach Florida. and travel monthly to Lafayette LA.
I have offices in Lafayette, LA (main office) and in Inlet Beach Florida.
May want to work with RIA's in these areas until I sell the practice in 10 years or so.

Possibly looking for a Junior partner if the fit is right to eventually sell to him or her in 10 to 15 years. Junior partner will need to have AUM to join our firm.

If want to start a conversation or discuss possibilities, please email me at
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Mark A. Avant

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Market
Advisor/RIA
Last Activity
2 weeks

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