Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Location
Cocnord, NH, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
20
Avg Client Age
60
Overview

I've been doing succession planning and Exit strategies for family owned business for 20+ years. I create a exit strategies with smooth landing for my clients and then help them maintain their family wealth and legacy thereafter. I am looking to expand my practice by merging or acquiring a strong book of business in and around the New England area

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