We focus on three areas. 1. Investment Management (Advisory/Fee based). 2. Financial Planning & Business Valuations 3. Corporate Retirement Plans (401K, 403B, Deferred Comp Plans). We are interested in connecting with other Advisors who are interested in selling within a 24 month period. You've worked many years building your practice and we know how important it is to make this transition. We want to learn more about you, what kind of relationship you have with your clients, and how long you would like to stay involved before and after you sell your practice. We know every Advisor is different and we welcome having a conversation with you to see if there's a fit. We clear through LPL Financial. If your custodian is outside LPL, we have one of the best teams, resources and processes to help you transfer/ACAT assets here. Contact Marco Lopez anytime for a confidential discussion. All the best to you during your succession search. Thank you.