Overview

I am a 35 year old Kansas City based CFP® with 10 years of experience looking to identify a local or regional practice to acquire sooner than later. I have spent the last 7 years of my career as a salaried financial planner and investment manager for 18 arms-length CPAs and FAs. I would like to leave the salary arrangement and merge my young, quickly growing book of clientele with a business in need of succession. I have a good RIA/BD home for the merger, but I'm also willing and able to move my practice elsewhere if needed for the ideal transaction.

While my goals are defined and I am actively seeking specific arrangements, I am all ears for anyone looking to grow a practice that provides appropriate equity and/or anyone looking to leave their business on different terms.

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within 3 months

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