Overview

We are an Ensemble Investment & Tax practice with 3 partners looking to grow our model through strategic partnerships/mergers or acquisitions. We have successfully transitioned 5 practices into our model and have a strong track record of customer and advisor satisfaction during this process. I believe every business succession or transition must be individualized and specific to each set of unique circumstances and as such, we are open minded and willing to customized so that all parties are satisfied with this life changing event.

Market
Advisor/RIA
Last Activity
within 2 months

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