Overview

Senior citizen RIA with medical issues has six long-time clients with nine accounts. Seller is willing to structure purchase price to the tax advantage of the buyer with all tax deductible to buyer and ordinary income to seller.

Selling price of firm will be lower than normal to recognize small number of clients and large cash down payment risk to buyer.

Limited client contact but Advisor must understand clients are willing to pay 3% annual fee but expect outstanding investment performance. Advisory should be willing to devote considerable time to stock research to accomplish this objective.

Last Activity
6 months or more
Listing Age
667 days old

Business Data

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