Overview

I have a very busy practice no advertising all word of mouth. I have annuitized most of all of my assets. I am looking to partner with another like firm that shares the same values and work ethic. Depending on the situation other owner(s) I would look to either merge and expand, acquire their practice, or work to transition a sell of my practice in the next 5-10 years.

Market
Advisor/RIA
Member Level
Plus
Last Activity
2 weeks
Member Since
June 12, 2019

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