Overview

We are a full service, employee benefits consulting business. We are looking to purchase small businesses from owners looking to retire with a payout of 5 years or so. We are looking for firms that offer health, dental, life, disability, Section 125, HSA/HRA and retirement plans to include 401(k), IRA and Roth accounts.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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