Overview

$75MM AUM / $500K Gross Revenue / My book of business is very complex and will more than likely require a team of successors to take over. The vehicles that I have my clients invested in consist of Mutual Funds, Annuities, Life Insurance, ALTs and Individual Value Stocks. I manage approximately 500 accounts and 95% of the revenue I generate is fee based.

I also run a very highly sophisticated tax practice which generates $1.5MM in annual gross revenue. This practice includes approximately 1,000 accounts broken up into 70% individual returns and 30% S-Corp. C-Corp, LLCs, etc. Succession Link also carries a separate listing for this practice and you can find additional information on this practice under their CPA listings.

I've been associated with the financial industry for 33 years now and and ideally would like to retire within the next 5 years. However, as stated above, this practice will more than likely require multiple successors to take over. Ultimately, once a proper team has been formed, I would continue on board for a durational period of time in order to service the accounts through the transition in order to ensure that my clients are tended to properly and this well oil machine that I've created is turned over without a hitch.

On top of what's been mentioned here, there is also a Real Estate element to my practice as well. This entails Estate Planning, Reverse Mortgages, Lending, etc., which can be covered in greater detail for those that have the interest in exploring this element a bit further with me.

For those that are truly hungry and wish to take on more, I currently have a waiting list of approximately 150 individuals that would like to establish an advisory and/or tax account with my firm. Unfortunately, I'm unable to take them on at the moment because I simply don't have the bandwidth.


Last Activity
this week
Listing Age
344 days old

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