$75MM AUM | $500,000 GDC in Phoenix, AZ

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Phoenix, AZ, US
Fee 0% Commission 100%
$500,000
Gross Revenue
250
# of Accounts
55
Avg Client Age
Overview

We are the #1 purchaser of practices and succession planning company in the country. As a Fortune 250 company we are one of the most financially stable firms and have the infrastructure and process in place to help advisors sell or sunset their business. We are paying top multiples and have many different types of deals to pick from selling outright either in part or whole to working 5 more years and selling.

Our deal is the top deal in the industry right now and the checks are backed by a S&P 500 listed company versus a personal guarantee.

Extended Profile Information

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