Overview

As a seasoned financial services professional with over 16 years of financial and investment planning experience, I have already successfully completed one practice acquisition with extremely high client satisfaction and retention rates. There have not been any client complaints or compliance / regulatory events in my practice (clean U-4).

I plan on being in the business at least another 15 years and would like to create a succession plan. My 12-month trailing gross revenue is just over 500k. This is comprised of 60% trail-based, 35% fee-based, and 5% commission based revenue. (The trail and commission based percentage are combined to 65% commission on the business analysis page.) I am interested in acquiring a small to medium sized practice ($200k to $500k revenue ideally with more fee-based revenue) to compliment and balance out my existent business model. Acquiring or merging with another small business will also help to determine my succession plan.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

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