Seeking to merge with a larger firm who will purchase all assets. Seeking to remain with merged firm to handle all marketing and lead generation. Seeking to identify a successor immediately.
The ideal candidate is a larger firm that has the capacity to manage 10 employees and 16 offices. The ideal candidate is familiar with ETFs, annuities, mutual funds, and REITS. A firm with CFPs is preferred, but not necessary. Seeking offers from firms across the country.