Overview

My team is looking for like minded practice owners interested in selling their business. Our team of professionals are equipped to deliver best in class client experience that is repeatable, efficient and expandable. Keeping the clients interests at the forefront of our focus is top priority. We have experience in solving the complexities for the practice owner, and a process for the transitioning the practice, owners, staff and clients for the best possible outcome. If you are 3 to 5 years away form retirement or interested in selling or joining a team, lets talk.

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...