Overview

Sell your business and leave your clients in great hands. 20+ years experience with advisory accounts. Certified Financial Planner with 2 staff members to provide prompt client service. Excellent compliance record. Client and relationship focused with personalized investment planning. Considering all deals up to 100M in assets. Flexible deal terms with high upfront payment, high valuations, and closing in 60-90 days. Funds available now and prepared to purchase immediately. All geographic regions will be considered but must ultimately align with expansion strategy. Seller must transfer to LPL. Please contact me for an initial discussion and design your own deal terms. Serious sellers only.

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