Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Fort Collins, CO, US
Profile Type
Seller | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$24,000,000.00
Gross Revenue
$270,000.00
# of Accounts
150
Avg Client Age
60
Overview

Determining my options for either selling or continuing in the business for the next 5-10 years. Would consider merging my business with another advisor or group, or possibly selling with a 1-2 year workout.
Have acted as an OSJ for over 25 years, but currently am a one-man office. Would be willing to mentor an ambitious and ethical individual or others to benefit the clients we serve.
I have been connected with Estate Planning attorneys for years and enjoy the long-term relationships that the work produces.
Have beautiful office space in downtown Fort Collins, with one open office, currently. Under the right circumstances, would love to continue to grow my practice for a number of years. If not, looking to merge and pass on my client base to a worthy acquirer.

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