PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL

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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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PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL

Succession Link

1 minute 30 seconds

8 years ago

PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL

PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL View this Listing: https://successionlink.com/advisors/22003/ Overview: Advisor seeks to merge with another firm or completely sell book of business and retire. Advisor seeks to succeed in the next five years. The ideal candidate has experience working with overseas asset managers and UK financial planning products. Ideal candidate has experience working with British expats and has experience working with asset managers based in Britain.