$35MM AUM | $190,000 GDC in Crownsville, MD
Member is Interested In:
Small, one man practice. Business mix is comprised of qualified plans, mutual funds, variable annuities and various forms of insurance. Looking for a business relationship with a like minded person (s) to see that service to and respect for my clients continues at a high professional level. Practice value and details to be discussed only with serious candidates.
The bulk of the client base is in the suburban Washington DC and Baltimore, MD area. Seller wants to find local buyer as there are many face-to-face relationships with clients.
Ideal buyer would have 5-10 years + experience. Ideal buyer would be with O.N. Equity Sales Company, but this is not a requirement. Preferably the buyer is a CFP, CHFC or CLU. The seller is willing to accept a payment term offer and help part time with introductions, and would like this to occur over the next 3-5 years (2020-2022).