I am seeking early retirement, and I require the buyer to be associated with Osaic Wealth.

My asking price is $160,000 in total, with only $80,000 payable in cash. This equates to a cash commitment of only 1.83 times the recurring revenue. The remaining $80,000 will be earned through a revenue share arrangement spread over 2-4 years. I am open to considering higher bids exceeding $80,000 in cash. With the structure I am proposing, I anticipate receiving a considerable number of offers.

Working together to transition clients key to this revenue share structure. I am fully committed to transitioning as many clients as possible to maximize the benefits of the revenue share, which is advantageous for both parties.
Since 2020, I have not actively pursued referrals or inquired about clients' external accounts, presenting a significant opportunity for the buyer. Client reviews predominantly occur via phone, with minimal Zoom meetings (approximately 5 last year), and no in-person meetings post-COVID, facilitating smooth client transitions for buyers nationwide.

I have not conducted reviews on life insurance or lump sum long-term care with my clients, representing untapped income potential. Additionally, I have fixed annuities maturing within the next 1-5 years, offering opportunities for money in motion.

My clients are very easy to work with and the advisory accounts are primarily comprising ETF Vanguard funds with a wrap fee. This model enhances revenue by reducing fees from the broker dealer platform and, concurrently, benefits the clients with lower fees.

Last Activity
this week
Listing Age
45 days old

Business Data

Blurred Charts

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions


CRM Systems

Blurred Blurred