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.

Selling book of business. Business has grown by 50 new clients each year the last 2 years. We will include this marketing program in sale. Current office manager will stay with the book of business during the transition, and is the engine that truly makes the office run and who the clients love. This is a good opportunity for someone to purchase a book of business to add revenue to their current client base. Office is currently located in Wausau, WI but clients are statewide.

Last Activity: within 2 months

Within Miles

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