Overview

Our established firm is actively seeking to acquire businesses in the industry, and we offer flexible options for advisors looking to stay or transition out of the business over a 3-5 year period. Historically we exceed our competitors valuations and offer one of the highest purchase prices in the industry.

With access to our network of over 100 advisors under the age of 45, you can find the perfect fit to transition your business. If you are interested in learning more about our acquisition and succession options or discussing a potential partnership, please contact us.

We look forward to hearing from you and exploring how we can help you achieve your goals.


Last Activity
2 weeks
Listing Updated
Dec. 21, 2023

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