Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
439 days old
General
Location
Springfield, MO, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$100,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
250
Avg Client Age
64
Overview

Our firm brings business owner tax strategies, insurance, and senior Medicare planning to the traditional advised-assets model of doing business. The confluence of these disciplines positions us uniquely in the marketplace, differentiates us from competitors, and the added services generally increase revenue of the books of business we acquire. Our hope is to find healthy books of business owned by advisors or agents who are either ready to exit or hope to exit within five years, to integrate them to our platform and show them an exit path which increases their confidence they'll actually be able to step away and be confident in realizing their hoped for multiple from the business they have built.

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