$325MM AUM | $1.2MM EBITDA in
We are a mid-size practice with offices located in Pennsylvania and New Jersey. We value independence and flexibility, but understand the demands of running a practice can be overwhelming for some. Our platform offers a suite of tools and resources that can help you transition your practice to a team of professionals who are dedicated to helping you get back to what you love - taking care of your clients. We are always looking to expand our footprint in the Mid-Atlantic and Northeast regions, specifically Pennsylvania, Maryland, Delaware, and New Jersey.
If you are looking to sell or merge your practice to a team with scalable solutions, rest assured that we have the necessary systems and tools to execute your transition with ease.