Practice Valuation & Deal Terms Calculator

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I’m seeking an experienced and established advisor with shared values to join practices in an ensemble format. I’m a seasoned solo practitioner with a comprehensive wealth management practice. I seek a like-minded professional(s) to combine for growth, continuity, and succession. An ideal candidate: • Values relationships, integrity, transparency and professionalism. • Is accredited (preferably CFP®) with at least 10 years of client advisory experience. • Has a book of mass affluent and affluent clients with at least $40 million AUM • Is looking to make a move. I have ample high-quality office space. I’m satisfied with my present affiliation but open minded. • Is mid-career as I’m in the later innings of my career. If you are an interested ideal candidate, let’s connect.

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