Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Miamisburg, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$33,000,000.00
Gross Revenue
$300,000.00
# of Accounts
163
Avg Client Age
49
Overview

I'm interested in having someone join my practice with the idea that a succession plan would be put in place for the next 10 years. I am looking for someone with experience and a book of business. In addition I would entertain the idea of a merge between another practice if the situation was right. I currently have 2 open offices and am looking to continue to build the brand that my practice has become.

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