I am looking to buy a practice that has AUM as I am looking to grow my recurring revenue. My practice is built around putting a financial plan in place first (in most situations) where the client can pay a one time fee or essentially keep me on retainer with a monthly fee (for annual renewable planning clients). I work primarily with small business owners and retirement planning clients (ages 50 - 65).
I can also work strictly on a needs basis as well. I have access to many insurance and investment companies since my firm is independent. I have a strong team and a large amount of resources behind me and I am looking to grow through acquisition. I am 3 years in the business and my team and I will be a great long term fit for your clients.
Please contact me if you would like me to consider purchasing your book, I have financing ready.