Overview

I am a sole practitioner and looking to merge and/or join another practice in order to share ideas, processes, expenses and eventually acquire. I have acquired 2 practices over the last 5 years and have 1 that will commence soon. All new business is fee based and I continue to convert old business to fees. I should gross close $600k in 2019 with about 110 households. I have extra office space and I am looking for a like minded Advisor that would like better office space, still run their own practice but also like to collaborate with another advisor. This could be an older advisor that is looking to transition out of the business within the next 5 years or a younger advisor looking to grow their practice and have a succession plan to take over my practice in the future.

Market
Advisor/RIA
Last Activity
this week

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