Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Iselin, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,125,000.00
# of Accounts
200
Avg Client Age
55
Overview

Looking to purchase a practice with the clients and the selling practitioner in mind.
For the clients, we want to make sure they are cared for and the transition is smooth for them.
For the selling practitioner, we use a disciplined process and valuation to ensure the deal terms are as robust as possible while being fair.
Our firm constructs full financial plans for our clients, and works with them over time to help them execute on that plan. We know that we need to do the complete job and serve in our client's best interest.
Our experience in buying practices shows our ability to execute if the circumstances are right. The first step we always take is a casual meeting with the selling practitioner to learn about them and their practice to see if there may be a fit.

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