$140MM AUM | $500,000 GDC in
Mainly looking for a quality successor to anticipate my retirement in 6 years. Business emphasizes good risk/reward returns. I do very little financial planning, which leaves opportunity for expansion by junior partner. Willing to buy a nearby book to make the business grow and give new partner additional assets. Best result would have a young, 5 to 10 year broker come in and buy the practice in 5 to 8 years.