Our practice offers fee based financial planning that integrates business planning, personal planning, tax management and estate planning.
My goal is to identify firms that are interested in selling. I am growing my practice through acquisition. A firm that primarily provides asset management will likely be the best match for us, as many planning opportunities are likely to remain available. I would like a seller who is interested in coming on board as an associate until all clients relationships are assimilated by our firm. I expect that first year commissions will likely be offered as an attractive income stream to supplement regular buyout payments as the new clients are introduced to planning opportunities.