Overview

I’ve successfully grown my practice organically for 14 years and have recently decided to pursue growth by acquisition. I have secured financing through partners that allow me to make very aggressive bids on businesses that I’m interested in, and those bids will carry a high level of security for the seller. I also have two colleagues who are able to work with me if I find a bigger or more complex deal that requires some additional hands on deck. I have a very well-defined client service model, and in addition to practicing, I have actively worked to train and lead FAs throughout my career. Please reach out if you are interested in entrusting your practice to a capable successor and receiving meaningful compensation for the business you’ve worked so hard to build!

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,149 days old

Business Data

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