Overview

We are Interested in purchasing a firm with succession planning needs. I have been in the business since 2000 and went independent a few years ago. We have been transitioning to fee based structure. So, our ratios will continue to change over time. We now have much better planning tools and resources including a Director of Operations to assist in handling a merger/ succession plan. We have one new advisor and another coming on board that are looking to build their practice. In other words, we can handle an on slot of new clients and have systems put in place to properly service them.

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2 weeks

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