Overview

Our proven turn-key succession program, advisorRETIRE™ (___) sponsored by our parent company CollaborativeWEALTH® (___) -- a SEC hybrid RIA, provides independent advisors with many flexible retirement options when looking to exit the business.

We are looking for 2 types of businesses:
1. Potential merger firms (our cornerstone offices) in new markets with tenured advisory teams who are looking to acquire books of business; and
2. Solo advisors looking to retire within 1-5 years who are looking to receive top dollar for their practices.

Market
Advisor/RIA
Last Activity
within 6 months

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