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We are a financial planning and wealth management practice made up of 3 advisors, 2 staff and a COO. We have experienced rapid growth over the last 10 years, organically and through two targeted acquisitions. We have come to recognize that there is a wave of mergers and acquisitions in our industry and we are looking to find partners with complementary skills to potentially merge with. Seeking merger candidates in the $50m to $350m size range.

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