Overview

I am seeking a practice to acquire through purchase or structured succession via a continuity plan. I plan to work in the profession for the next 15-20 years, and have a client base that I will take through retirement. I also have younger clients, and children of existing clients to assist future growth of the business/practice. I have over 20 years in the industry, and have a planning focus to my interactions with my clients. In any acquisition, I seek a similar style practice.

UPDATE: I completed an acquisition in early 2021 similar to what I have described above, and seeking additional practices strategically.

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