Overview

My firm in located in Eureka, CA. I am looking to acquirer other practices out of my area to expand our market. Acquisition of another practice or a merger is what I am interested in considering. My firm is operated as a hybrid and we are credentialed. We focus on financial planning, asset management, wealth distribution, and legacy planning. We are looking for a practice that is mostly fee based or looking to transition to fee based.

Any practice we would consider needs to be client focused and technology strong or willing to adopt technology through the transition. We have successfully purchased existing books of business locally and retained 90 percent or better of the clients through the transition. we use a process called "Formulation Transition" that creates a wildly positive client experience and a win win for the seller/ merger and us.

Last Activity
within 6 months

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