$22MM AUM | $250,000 GDC in Goshen, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
284 days old
General
Listing Type
Buyer
Location
Goshen, NY, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
40
Avg Client Age
60
Overview

We are a practice focused on retirement planning and tax advice for small business owners. We have experienced rapid growth since opening our own firm toward the end of 2016 with zero clients.

We are looking to acquire businesses with a focus on managed money, financial planning, and/or tax advisement/preparation. With both CFO and COO experience and a decade of experience in the financial industry, our seasoned principals are uniquely positioned to successfully navigate a quick transition for larger advisory practices.

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