Practice Valuation & Deal Terms Calculator

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I am a CFP® who takes a holistic approach to planning. I am also an Enrolled Agent, and tax return preparation is a part of this approach. My primary focus, asset-wise, is asset management. I also have my series 6 and 7 licenses, along with the ability to provide annuities where I see fit. Finally, I handle life/disability/LTC/etc. insurance as well. I am looking to grow my business through acquisition, and I am open to the idea of a merger, if the situation was right and there was a good personality match.

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