Overview

At present, I am a solo practice. I am looking for an adviser(s) to join/merge. I would like to find someone that has a book of business and is looking to be a successor. I am looking to transition my business to a successor in 5 years. I intend to continue working with the notion that we continue to build our practices. I am willing to commit to that successor for a future sale.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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