PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

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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: $31MM AUM | $300,000 GDC in Palatine, IL

Succession Link

1 minute 59 seconds

8 years ago

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL View this Listing: https://successionlink.com/advisors/20170/ Overview: Due to restrictions, this advisor is only able to make a transaction with an Ameriprise affiliated advisor. This seller would like to sell the business anywhere in 2018 and would be available for 1 month to help with transition, pending pay (terms negotiable). The advisor is looking for a buyer, Ameriprise affiliate only, who is willing to make her/himself available to the clients. This could be at odd hours or weekends, with a possible phone call/web chat/etc. A buyer with a CFP is preferable, and local is preferable but not a requirement. This seller has been dedicated to the clients for many years and hopes to find the right fit.