We are a regional firm with a local presence in Denver CO, Laramie WY, Wichita KS, and Kansas City MO. Our firm just finished our most recent succession transition and we are now actively seeking our next succession partner, regardless of how that partner may currently operate from a Broker/Dealer or Registered Investment Adviser perspective.
The following are characteristics that most of our successful succession partnerships have shared:
A documented history and background of growing their business with sound core values.
A desire to see the buyer of their business be successful, with the understanding that success has to be a "win-win" for both Buyer and Seller.
An interest in retaining some of the larger, more profitable relationships in advisory capacity while allowing smaller clients to enjoy enhanced services from the purchasing firm.
Sound like a potential fit? Let's get to know each other better!