Overview

I am looking for an opportunity to solidify my long-term business goals. It is important to respect the business you have built as an advisor and to make sure you and your family of clients are well taken care of. Being flexible with the down payment, earnings and time frame are key in getting the most value for your book. Having a team of associates and staff in helping your clients through the transition period is also extremely important, so they feel comfortable and safe. If you are selling or contemplating the idea of selling please feel free to contact me anytime. Thank you.

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within 6 months

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