Overview

Small two adviser, two admin office looking to acquire similar businesses as part of continued organic practice growth. Open to transitioning BD and RIA platforms for the right fit. Open to a variety of purchase options including up front and all at once, to a gradual transition where value can increase over time to seller.

Moving into a beautiful Queen Anne Victorian with room now to bring in additional advisors and staff to join the firm. Advisors who have the same values and are looking for an impressive spot to meet with clients as well as a shared boardroom and kitchen. Space, as well as some economies of scale that can be gathered by being under the same roof, can really work for the right solo or breakaway advisor.

Last Activity
within 6 months

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