Overview

I am interested in an acquisition or provide an option for another adviser(s) to go independent by joining my independent RIA firm. We have a separate tax preparation and planning service that is our main source of new business. Additionally we have added an estate planning services through a contractual agreement with a legal practice that will generate trusts for our clients. I'm a solo practitioner with support staff. I'm at that point where sometimes people ask about what my succession plan is in as it relates to how long I'm going to be able to serve. I have no plans to exit the business anytime soon but having some additional depth would be beneficial. Maybe there is somebody out there that is in a similar situation as I am which could provide some additional depth to each of our practices.

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