Overview

We are looking to purchase a retiring advisors practice. We are NOT looking to purchase a revenue stream, and what we mean by that is we are looking for a partnership to transition the clients. We are looking for an advisor who wants to participate in the transition and be involved for a period of time after. We are not looking to go in and disturb the work that you did with your clients, we want to understand each client and the products they have, and build on the relationship and foundation you established, not tear anything down.
If you are looking for a succession plan that involves you, we are the solution for you.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
Listing Age
312 days old

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