Overview

We are looking to connect with like minded advisors/businesses that are seeking a solution for the succession of their business. Whether they are ready to sell now or within the next few years, we have the flexibility & wherewithal to structure deals that are in alignment with each advisor/business unique needs and wants. Lastly, it's important for prospective advisors/businesses to know that we have a proven track record of creating and implementing such deals with 8 (and growing) entities within the past 3 years.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...