Overview

I am a partner in a CPA firm and we were previously working with an RIA to provide advisory services to our clients. We unfortunately had to sever ties with that firm and currently are interested in acquiring an RIA or providing a succession plan to the owner of an RIA over time that will allow our group to onboard our clients and buy the prior owner out over time. Our group includes several licensed advisors (CFP or 65) with a lot of opportunities in the pipeline.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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