Overview

Up and coming advisor looking to grow a practice by various means, one of which is aquisition. Want to help a retiring advisor transition his or her clients to a trusted advisor who will continue providing excellent advice and relationships. Ideal seller would want a clean break with most of book, bit might want to continue to advise A portion of the book as they transition into retirement. Would pay consulting fees and GDC compensation for up to 5 years.

Last Activity
within 6 months

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