$2,000MM AUM | $15MM GDC in Boston, MA

Market
Advisor
Member Level
Plus
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Boston, MA, US
Fee 0% Commission 100%
Gross Revenue
$15,000,000
# of Accounts
1,000
Avg Client Age
50
Overview

Offering a large pay check, and even larger payouts, to an advisor looking to sell/merge their practice and retire.

- Very successful and reputable team in Boston looking to grow via merger

- The advisor would be able to make introductions, and eventually leave his accounts in the hands of extremely experienced, capable, impressive professionals with a pre-existing reputation and infrastructure

- The advisor then can easily slip out the back door and live happily ever after

- Offering large pay check up front, 2-4X revenue

- Offering large payouts on business done while still working

- Offering amazing succession plan for your clients, we are the top team in Boston at the firm

- Please feel free to contact me to chat - ___-___-____; ___

Extended Profile Information

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