Overview

Our financial advisor/financial planning practice has an separate DBA that focuses on succession/exit planning for business owners. If you have a practice focused on this area also, we are interested in talking to you about being part of our succession plan.

We are also interested in someone to manage our growing 401k business. If you have a retirement plan business to merge with ours, that would be an ideal situation.

We are two 55 year-old's, with our own exit plan in 12 years. We have one junior partner who is a 10% owner of our company. But we are still looking to grow and expand our practice over the next 12 years.

If this interests you, please reach out and we can talk.


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