$140MM AUM | $800,000 GDC in
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.