35 y/o advisors working a team practice looking to buy and grow a practice in the Phoenix metro area. Current T12 production is $575k with $72m in AUM. Willing to work as a successor or outright purchase with transition timing.
We purchased a practice from an advisor a few years ago, did a one year successful transition of his clients to us with 98% retention, and increased trail revenues by 50%.
Please call Xerxes Nabong at (___-___-____ or email ___