I am seeking to purchase a practice and would like to have a conversation with those looking to sell within 0-3 years. My # is ___-___-____
I have 14 years of experience, 37 years old, CERTIFIED FINANCIAL PLANNER™, $500k producer, Series 7, 65, Life, P&C licences, and have leadership experience.
I spent the first 11 years of my career building a practice I didn't own. While I am grateful for my experiences, it became apparent to me that I needed to build something for myself and my family.
I believe I could serve as an ideal successor as I am experienced, but yet have several years ahead of me. I also have capacity since I went into rebuild mode just 3 years ago.