Overview

$6.5 Billion AUM Merge Opportunity in Salt Lake City, UT
We are looking for Advisors/Groups who are looking to change broker dealers, sell their practice, or merge with our company and then have a succession plan put into place for their retirement. We have done over 40 successful succession plans just in the last few years.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week

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