$30MM AUM | $175,000 GDC in Waukesha, WI

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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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$30MM AUM | $175,000 GDC in Waukesha, WI

Succession Link

1 minute 59 seconds

8 years ago

$30MM AUM | $175,000 GDC in Waukesha, WI

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately. The ideal candidate is a larger established insurance agency or bank that has a wealth management department. The ideal candidate is looking for a senior advisor in which to merge with and buy book of business. Advisor seeks to add services of larger firm to their clients including auto, homeowner, life and health insurance. Advisor is only interested in candidates in the Milwaukee Metro area.