Join or Login for Access

SL advisors Listing
Financial Advisor   

$2MM AUM | $200,000 GDC in Minneapolis, MN

Member Level
Lite
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Minneapolis, MN, US
12 Month Gross Revenue
$200,000
Number of Accounts
50
Avg Client Age
50

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.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging