Overview

Interested in practices up to $40M to grow client base.
Prefer non local assets and clients who can be managed remotely. Cash buyer. Typically pay 2.5x recurring and 1x non recurring. Will buy part of book. Will tailor terms to situation. Prefer direct contact with seller to determine if transaction is a good fit for both parties.

Market
RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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