Overview

Strategize Taxes & Investments is located in Southwest Suburbs of Chicago. We have physical locations in Orland Park & Joliet Illinois, and currently developing an office in Downers Grove, IL. With approximately $150M in AUM's, mixed 70% Advisory, 20% Retail Brokerage/Annuity, 5% Alternative, 5% Retirement Plans. In addition, we prepare approximately 2,500 individual and small business tax returns every tax season. Our staff of 4 Senior Advisors, 4 Junior Advisors, 10 Advisor Assistants and 6 non-licensed support teammates complete all of the returns and grow their own businesses as part of the Strategize Team. We have approx. 10 people in their early 50's leading the firm, a couple near-term retirees, a few in both their 30's and 40's, and a couple in their mid twenties.

All teammates receive compensation contracts based on both the overall team's Assets and their personal GDC production, thus making each individual advisor extremely competitive in the marketplace, with a strong income relative to their production.

We are looking for:
1. The Right Fit with a local professional looking to sell their investment business or personal tax practice either through a short-term buyout or a long-term succession plan.
2. Any investment professional looking to build an Advisory-Based business and partner with a large, but still growing firm, that has a process for developing the individual investment professional into a great long-term teammate or even a firm partner.
3. Professionals looking to begin a succession process to sell a business over the next 3-5 years in either the Chicagoland area, or higher tech-oriented professionals with interstate practices, that already are comfortable with remote-based customer bases and looking to sell in the next 3-5 years.
.
Investment & Insurance Business goes through Avantax Advisors & Avantax Investments. We use Drake Tax Software.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...