Overview

We would like to purchase a small to mid size book of business. We have had the opportunity to acquire 7 practices over the past 15 years, both inside and outside of our current broker dealer. We've found that working with a seller with similar values and goals helps the transition. We always put in a retention clause with the seller and have never had to call upon it. We credit this with working closely with the selling advisor, caring for the clients and having a client service process that exceeds the industry standard.

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