Practice Valuation & Deal Terms Calculator

Succession Link valuations are where the conversation starts. Register FREE today and find others near you or market your practice to thousands of advisors while remaining anonymous.

$33MM AUM | $265,000 GDC in Lakewood, CO

buyer | merge | join a practice

$265,000.00 Rev/Year
84% Fee
16% Commission
My name is Keith Cusack and I'm looking to work with other advisor(s), potentially in a common office space, where we can grow our businesses through efficiencies of working together. I'm also interested in buying a practice as an organic means of growing my existing book of business. I've been in the Financial Services industry for 18 years. I have been growing my business through marketing and referrals. My current business is comprised of 60% advisory accounts, 15% variable annuities, 10% 401(k) plans and 15% commission based accounts. My book of business has $4 million is 401k plans at 11 companies and $28 million of family assets in 160 households. As I stated I would like to grow my book of business through acquisition or merger with an advisor that is retiring in the next 5 years.

Last Activity: within 3 months

Within Miles

Financial Advisor
I would like to:*
Practice Information
$
$
#
#
%
Reset Calculator
Valuation & Deal Terms
#
Recommended Down Payment
$
$
Estimated Buyout Price
$
$
$