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

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Minneapolis, MN, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...