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Succession Link
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.
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Business
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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.
Show more...
Business
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$300,000 AGR | $300,000 Premiums in Bronxville, NY
Succession Link
1 minute 24 seconds
8 years ago
$300,000 AGR | $300,000 Premiums in Bronxville, NY
PRACTICE FOR SALE: $300,000 AGR | $300,000 Premiums in Bronxville, NY View this Listing: https://successionlink.com/insurance/21565/ Overview: Looking to sell book of business and stay on for 3-5 years as assistant.  Only considering candidates located in or near New York City. Great buy for someone who values also the non-financial benefits of having an experienced insurance broker.
Succession Link
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.