I run a boutique investment management, financial advisory and financial planning services practice in Denver, CO. We have a mix of managed money, alternatives, insurance and commission based business. We have a long time loyal client base and are adding financial planning clients. We have successfully acquired and integrated 4 books of business in the past 15 years. I am open to acquiring another book of business or possibly a merger if it made sense and offered synergies. I am intrigued by possibly teaming with a CPA or tax services firm.