PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA

https://is1-ssl.mzstatic.com/image/thumb/Podcasts125/v4/41/a0/cf/41a0cf31-e371-4e5e-fffb-53804b0f7c5c/mza_2209461185310470132.jpg/600x600bb.jpg

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.

Business

RSS

All content for Succession Link is the property of Succession Link and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business

https://i1.sndcdn.com/artworks-000243867674-a2cdrm-t3000x3000.jpg

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA

Succession Link

2 minutes 22 seconds

8 years ago

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA View this Listing: https://successionlink.com/advisors/20986/ Overview: Advisor is a solo financial planning practice, but would like to be part of an ensemble practice with others, where the clients are the clients of the firm. It would also serve as a succession plan in case of death or disability. Advisor seeks to merge with another advisor and would like the merger to happen right away. The ideal candidate is dually licensed, believes in modern portfolio theory, and uses turnkey asset management programs. Advisor is interested in candidates located within a 30 mile radius of Westlake Village, California or willing to relocate full time within a 30 mile radius of Westlake Village, California