$200MM AUM | $1.5MM GDC in Santa Barbara, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Santa Barbara, CA, US
Fee 0% Commission 100%
$1,500,000
Gross Revenue
500
# of Accounts
59
Avg Client Age
Overview

We are an established and well-credentialed team open to acquiring a practice with values consistent with our own – a client-centric model. If you are looking to successfully transition to retirement and ensure your clientele receive the exemplary care and service they are accustomed to, we would like to learn more about your practice and how we might work together. Our team also has prior experience with practice acquisition and can ensure a seamless and smooth transition for your clientele.

We welcome the opportunity to discuss your unique office needs, time line, financial goals, and transition priorities.

Extended Profile Information

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