I would like to provide a seamless transition for existing clients into my practice based on the investment process that the selling broker is currently using. I provide a very high level of service to my current clients so a large base of clients would not be desired. I am looking for a smaller better quality client base.
I am flexible in regard to the transition of the business, i.e. it could be immediate or gradual over a maximum of three years. If your current practice incorporates staff I would be open to continuing to work with them going forward. I prefer to work with clients on a fee basis and be transparent.