$40MM AUM | $200,000 GDC in Albany, NY

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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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$40MM AUM | $200,000 GDC in Albany, NY

Succession Link

1 minute 41 seconds

8 years ago

$40MM AUM | $200,000 GDC in Albany, NY

PRACTICE FOR SALE: $40MM AUM | $200,000 GDC in Albany, NY View this Listing: https://successionlink.com/advisors/19040/ Overview: 70% managed money 30% insurance products which includes annuities & life insurance. Looking to sell and accepting offers immediately. CFP or CHFC preferred. 20% downpayment with the remainder to be paid in no more than 36 months. Firms outside of New York not considered.