Overview

My son and I run a 2 person business. My son is 35 and will eventually take over the practice. I am a CFP with 18 years experience and rely heavily on comprehensive financial planning which creates a diverse product base. We have 2 client profiles. My clients are basically 50-90 and Jon's are 30-50. We would like to purchase/merge with a local business and transition the owner into retirement. We have completed a small purchase and learned the ropes on how the process works. (That was a good learning experience.)

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