Overview

Well established firm seeking to acquire small to mid size practices that are looking for a safe place to sell their firm. Our business model focuses on individual and small privately held businesses that seek sound investment decisions. We create specific investment models to meet each investors needs. We make the transition of your business as seemless as possible.

Market
Advisor/RIA
Member Level
Basic
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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