Overview

Selling book of business.

Business has grown by 50 new clients each year the last 2 years. We will include this marketing program in sale.

Current office manager will stay with the book of business during the transition, and is the engine that truly makes the office run and who the clients love.

This is a good opportunity for someone to purchase a book of business to add revenue to their current client base.

Office is currently located in Wausau, WI but clients are statewide.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
117 days old

Business Data

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Clearing Firm / Custodian

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