Overview

27 year old business, looking to buy a business along with younger advisor to work out of the Mount Pleasant, WI office. Have three support staff and one outside sales advisor covering Illinois out of this office. Plan to open another office in Illinois. Currently have another location in The Villages, FL. Owner wishes to transition and sell business in 4 years. Well established policies and procedures, able to incorporate another advisor and merge businesses together to create greater value and to build firm to $3,000,000 in annual GDC.

Last Activity
6 months or more

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