My practice has evolved tremendously over the past couple of years. Starting as an Independent RIA and tax professional. I have now grown the RIA to be managing approximately $30,000,000 in assets. I also have a separate tax & insurance company where I have an indexed annuity book of over $20,000,000 additional dollars and prepare over 1000 tax returns of varying types.
My ideal situation is joining with a small independent RIA who wants to keep his/her practice but wants to retire from within my organization. We would be able to combine resources and scale much faster running shared events, shared advertising, and a shared operational structure including utilizing my or our staff for assistance with paperwork and client administration. If you desire to just sell and retire, we can work that out too.