Overview

My business is currently has about 90k in repeatable revenue. It is a variety of fee-based and 401k plans. Looking to help someone complete their succession plan. Working out some type of earnout situation. Do not want to takeover immediately. I respect that is person built this company and to reap the rewards of their work.

Ex- World- Class marathoner so I have complete understanding of long -term planning.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Insurance Business

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