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$58MM AUM | $425,000 GDC in Dallas, TX

buyer | merge

$425,000.00 Rev/Year
85% Fee
15% Commission
Advisor Listing - We are a complete Planning firm that is looking to grow via Mergers and Acquisitions. We have built our practice on mostly fee based business. We have a partner CPA firm in house and work with clients on consulting for future planning. Our business model is set up so that we can deliver the most services to our clients under one roof so that our clients experience

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