My business is comprised of 2.8 M AUM - a large base of mutual funds including ETFs, variable and fixed index annuities, stocks, REITs.
I am looking to sell my business as soon as I get the right offer. I would prefer that the buyer is local to better service my clients. Buyer would need life/health and series 7/66.
Deal Terms: ideally a cash offer, but flexible to downpayment with a 3 year earn out.