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Succession Link
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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Business
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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.
Show more...
Business
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Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA
Succession Link
1 minute 42 seconds
8 years ago
Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA
PRACTICE FOR SALE: $8.5MM AUM | $115,000 GDC In Pasadena, CA View this Listing: https://successionlink.com/advisors/18748/ Overview: I am seeking to retire and completely sell book of business. While I seek to retire in three years, I will also entertain immediate offers. My ideal candidate is about 55 years old and is interested in working another ten years. The ideal candidate will have familiarity with US Treasury bonds, income producing stocks, and mutual funds. They must be familiar with 100% commission based and is transaction based. I am not interested in candidates outside California and candidates close to Pasadena are preferred. I prefer an advisor who is affiliated with my same firm or willing to affiliate with my same firm.
Succession Link
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.