Overview

I am seeking a practice to acquire through purchase or structured succession. I plan to work in the profession for the next 25-30 years, and have a client base that I will take through retirement. I also have younger clients, and children of existing clients to prevent any steep drops in revenue. I have a few retired clients, but most are ~20 years from retirement on average and still in accumulation phase. I have over 15 years in the industry, and have a planning focus to my interactions with my clients. In any acquisition, I seek a similar style practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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