Overview

I have 25 years experience. I am looking to expand my business by purchasing a book outright. If your book is 30 million or more and you want to stay around for a while I would take half now and half when you are ready to fully retire. My business is mostly fee based I converted all my eligible in the last 12 months. I use variable annuities as they are needed. All new accounts are fee based. My book is currently 20 million I am looking for a book from 15 to 40 million. I would like to close by the end of the year.

I plan on working at least 10 more years. My daughter and my wife have started their SIE course. My succession plan includes working with them over that time to ensure they are comfortable with the business. We will travel to a different city in order to service the new clients as needed.

Market
RIA
Last Activity
2 weeks

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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