Overview

I have been in practice for 25 years. I would consider the acquisition of a firm with a limited client base. My practice has an asset min of $500k and an average client assets of close to $700k. We work with about 100 households and we have capacity. However, we are not looking for firms with hundreds of clients unless we can hire current staff also.
I have worked on several transactions so I am very aware of the process and the advantaged structures for both sides.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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