Overview

Looking for a graceful exit? Want to work less and maximize the value of your business.?

We are interested in talking if you are trying to retire in the next 12 months, but prefer to speak with advisors who are not in a rush.

If you area looking at phasing out of your practice over the next 2-5 years we would definitely like to talk to you.

Eastern Iowa is our main territory, but would look at strategic purchases in Des Moines or Western Iowa.

***Also interested in partnering with newer advisors who want independence while working in an ensemble practice.

Last Activity
6 months or more

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