$62MM AUM | $420,000 GDC in Oxford, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Oxford, MA, US
Profile Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$62,000,000.00
Gross Revenue
$420,000.00
# of Accounts
300
Avg Client Age
65
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.

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