Overview

Goal: Find the right fit to merge or take over a family practice.
Years Experience: 11 years in the business but 3 years as an independent
Credential's: MBA, CFP, EA
Current Practice: I currently provide tax preparation, financial planning, insurance, and asset management services. For practices that offer pieces of these services; my value add is that I can create a positive transition for clients and continuity in the services that they receive. If you do not offer these services then as I buy out your practice; revenue can be increased with these additions and thus add more revenue for you and a higher payout than your evaluation.


Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...