Overview

We continue to be in a growth mode. Our team aspires to find practices that want to merge with a firm that's has strong operational support, believes in putting clients needs first, desires an optimal client experience, believes in holistic planning and wants to work in a team environment. We also look to acquire practices that are looking to wind down or retire. We believe we can be a great solution for practices that are concerned for their clients and see part of any sale of their business is quality care for their clients and their legacy.


Last Activity
within 6 months
Listing Updated
March 25, 2024

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