Overview

Looking to partner with a practice that wants to transition out of the business on their terms. We have a diversified business model so able to work with all business models. No specific time frame requirement on transition so can work with seller. We also have a tax practice in order to service clients more effectively if needed.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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