Overview

I am looking to do one of two things...

1) Purchase a practice from and advisor looking to sell now. I’d prefer advisor to stay on board for 1-3 years in order to make client transition and retention effective and efficient but the conversion is open to how we structure the deal. I have the financial ability to purchase both large and medium size practices.

2) Create a true succession plan with an advisor looking to retire in the next 1-10 years. I am a young, highly qualified and experienced advisor who’s had a lot of success building my own practice over the last 13 years. The majority of my clients are between 40 and 60 years old but I also work with a fair amount of clients who are older and younger. My goal would be to join practices with terms of a future succession already outlined and agreed upon. I have several ideas about how this would work but I am open to and excited by the conversation with other advisors.

Last Activity
within 3 months

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