$20MM AUM | $85,000 GDC in Butte, MT

https://is1-ssl.mzstatic.com/image/thumb/Podcasts125/v4/41/a0/cf/41a0cf31-e371-4e5e-fffb-53804b0f7c5c/mza_2209461185310470132.jpg/600x600bb.jpg

Succession Link

35 episodes

8 months ago

PRACTICE FOR SALE: $89MM AUM | $110,000 GDC in Akron, AK View this Listing: https://successionlink.com/advisors/24436/ Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that can take over the practice or merge with my firm.

Business

RSS

All content for Succession Link is the property of Succession Link and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business

https://i1.sndcdn.com/artworks-000245793879-zworvx-t3000x3000.jpg

$20MM AUM | $85,000 GDC in Butte, MT

Succession Link

1 minute 34 seconds

8 years ago

$20MM AUM | $85,000 GDC in Butte, MT

PRACTICE FOR SALE: $20MM AUM | $85,000 GDC in Butte, MT View this Listing: https://successionlink.com/advisors/23603/ Overview: Looking to sell within 1 year. The ideal candidate has more than two years experience with a series 6, series 7, and/or series 66 license with the ability to process REITs and 1031s and is willing to establish a full time presence in Montana.