$160MM AUM | $1.6MM GDC in Memphis, TN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Memphis, TN, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
300
Avg Client Age
63
Overview

I am looking to acquire two to three more practices over the next ten years. I have depth and extensive experience in this arena and make a wonderful merge partner for buyout opportunity for the right practice or a strategic buyer for the right attractive retiring practitioner.

I am also looking to add a licensed advisor to help with our existing practice which provides an opportunity for a merge and sell candidate or someone exploring the "right fit" for a couple of years before exiting the business.

We can provide money upfront, earn-out or a complete cash out through various financing channels we have immediate access to. If you are looking for a great merge and/or exit partner who can add value to your practice and maximize your payout and/or cash out value, look no further.

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