$13.5MM AUM / $60K Gross Revenue / My business is comprised primarily of mutual funds with both variable and fixed annuities. It also consists of a small portion of individual stocks.
I've been in for 22 years now and I'm not sure when I'd like to retire but the thought has crossed my mind. If I was presented with the right offer I'd give it more consideration.
I'm only exploring setting up a continuity/succession plan for now, not sell my business. The oncoming advisor would need to be local.