Overview

The business opportunity involves a firm that has developed over 4 decades as a multiple disciplined financial service practice. At the peak there were 4 partners specializing in Investment advisory, money management, estate & trust planning services and advanced underwriting of life insurance products. The firm has been in the same building in Grosse Pointe for 25 years. We hope to accomplish confidential discussions leading to a merger with a compatible firm looking to buy out owners interest in 3-5 years. The ideal match would be associated with the same broker dealer or be willing to switch. MBA back round would add value as would CFP, CLU, CHFC, CFA, etc. The principals should have 20 years remaining in the career goals.

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