I am looking to do one of two things...
1) Purchase a practice from and advisor looking to sell now. I’d prefer advisor to stay on board for 1-3 years in order to make client transition and retention effective and efficient but the conversion is open to how we structure the deal. I have the financial ability to purchase both large and medium size practices.
2) Create a true succession plan with an advisor looking to retire in the next 1-10 years. I am a young, highly qualified and experienced advisor who’s had a lot of success building my own practice in a short period of time. The majority of my clients are between 40 and 60 years old but I also work with a fair amount of clients who are older and younger. My goal would be to join practices with terms of a future succession already outlined and agreed upon. I have several ideas about how this would work but I am open to and excited by the conversation with other advisors.