We are seeking sellers and/or succession opportunities in Longboat Key / Sarasota, Florida. Our unique client value proposition is that our practice threads investment, tax strategy/preparation and our own investment model allocations. In fact, the majority of our advisors not only manage wealth but also provide tax planning, strategy and preparation for all of their individual clients. We believe that investments and taxes must be approached with a deliberate, centralized, coordinated strategy. We would prefer to purchase or to be the succession plan of a highly successful firm, however, we are extremely flexible with terms. We are interested in purchasing, buy/sell agreements or phased/partial succession opportunities with advisors looking to retire within the next 1 to 10 years. We are a fiduciary firm that self allocates client portfolios with our own in house models that would be available for you to use if you see fit. Also, we can offer you an RIA or IAR and/or a broker dealer arrangement with the lowest platform fees and payout around, we are very flexible. We were founded in 1974 and have demonstrated growth every year. Finally, we have a successful succession track record of 4 prior acquisitions/successions. Call me on my personal mobile ___-___-____ or email me at ___ to discuss. Thanks for your time, Chad

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