Practice Valuation & Deal Terms Calculator

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I am currently an Investment Wholesaler (MFs, ETFs, CEFs, SMAs ) seeking to obtain a Practice from any of the following areas - WIRE, Independent or RIA with a minimum of 25m in AUM that is in a 100 mile radius of Cincinnati, OH. The recurring revenue needs to be at least 20m of the book and open to discussing on how we''ll finance the deal, etc.

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