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$640MM AUM | $1.4MM GDC in Grand Rapids, MI

buyer

$1,425,000.00 Rev/Year
95% Fee
5% Commission
Our team is looking to acquire or merge practices on a selective basis when there is a good fit with the seller's practice. We believe in holistic financial planning for our private clients which helps to develop their investment strategy. In addition, we provide defined contribution, pension, foundation and corporate cash investment consulting.

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