Overview

My ultimate goal is to buy a practice and eventually transition to a fee based business only. I do have commissioned products in my practice, but very limited new business will be commissioned. I'm looking to partner up with someone that is looking to transition out of the industry over a period of 3-5 years, during which I'll be paying off the book of business. If the book is smaller, I could possible just buy the book. I’ve been through one transition with my former colleague and we were able to retain 93% of the clients from a distressed book of business.

Market
Advisor/RIA
Last Activity
within 2 months

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