Have been in business for 25 years, have about 120MM AUM. 85% is managed money. In recent years, 100% of new business is fee-only business, but still have some legacy annuities on the books.
Will likely leave my broker/dealer in the future to create my own RIA firm. Purchasing a firm would create an impetus to do that immediately.
We maintain close contact with clients through regular client education workshops, monthly drip letters, and regular phone calls.
Through Succession Link I would like to find a firm that we can purchase to increase our size and take advantage of scale. I can be flexible in terms and timeframe to accomodate the seller.