Advisor looking to grow book of business. I currently have the capacity to take on 50-100 clients/households over the next 1-3 years. I focus heavily on cash flow oriented financial planning with investment recommendations tied to financial planning objectives. 100% of revenue is based on quarterly management fees. I am also flexible on deal terms.
Was ranked in the top 10 financial advisory firms in the nation the last 3 years in a row by CNBC's FA Top 100 List.
Optimal seller would be someone retiring from the business that wants to make sure that their clients are well taken care of through their retirement years.