My advisory business is simple and used to compliment my tax practice. I have most of my clients' money invested in Mutual Funds, ETFs and Stocks. I also have a smaller portion of annuities.
I plan on retiring in 3 to 5 years. I'd ideally like to find someone who could take over both sides of my business (tax side and advisory side). The ideal successor wouldn't necessarily need to be local (maybe more so on the tax side as some of those clients are more personal). I'm flexible to deal terms.
Please see my CPA Listing here: https://___