$73MM AUM | $615,000 GDC In Portland, OR
Succession Link7 Sep 2017

$73MM AUM | $615,000 GDC In Portland, OR

PRACTICE FOR SALE: $73MM AUM | $615,000 GDC in Portland, OR View this Listing: https://successionlink.com/advisors/17229/ Overview:My practice is for sale. I'm looking to sell by the end of the year. I am willing to stay on, under a consulting agreement, to help transition the clients over to the the new owner for a period of time in 2018. I have a very desirable practice, in regards to revenue and operational support. I will not not change BD's or Clearing Firms. Buyer must come over to FSC under my current OSJ. I have a great office location (probably one of the best locations around) with tremendous visibility and signage. I believe that taking over my current space and taking on my current assistant will be instrumental in the transition of my business. The office has room to house multiple advisors and my OSJ can help you recruit if needed. An advisor with a series 7, and 65 or 66 is a must as I have about 20 million in annuities with 1.00% trail and an expansive advisory business.

Episoder(35)

$89MM AUM | $110,000 GDC in Akron, AK

$89MM AUM | $110,000 GDC in Akron, AK

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 gro...

20 Okt 20171min

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

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 transacti...

20 Okt 20171min

$36MM AUM | $325,000 GDC in Leonardtown, MD

$36MM AUM | $325,000 GDC in Leonardtown, MD

PRACTICE FOR SALE: $36MM AUM | $325,000 GDC in Leonardtown, MD View this Listing: https://successionlink.com/advisors/24421/ Overview: Advisor seeks to transition out of the industry in 4-5 years. A...

17 Okt 20172min

$30MM AUM | $175,000 GDC in Waukesha, WI

$30MM AUM | $175,000 GDC in Waukesha, WI

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely sellin...

17 Okt 20171min

4MM AUM | $35,000 GDC in Boca Raton, FL

4MM AUM | $35,000 GDC in Boca Raton, FL

PRACTICE FOR SALE: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year ...

17 Okt 20171min

$30MM AUM | $250,000 GDC in Century City, CA

$30MM AUM | $250,000 GDC in Century City, CA

PRACTICE FOR SALE: $30MM AUM | $250,000 GDC in Century City, CA View this Listing: https://successionlink.com/advisors/23627/ Overview: Advisor seeks to affiliate with another firm to gain tech supp...

13 Okt 20171min

$10MM AUM | $150,000 GDC in Meridian, ID

$10MM AUM | $150,000 GDC in Meridian, ID

PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immed...

12 Okt 20172min

$20MM AUM | $85,000 GDC in Butte, MT

$20MM AUM | $85,000 GDC in Butte, MT

PRACTICE FOR SALE: $20MM AUM | $85,000 GDC in Butte, MT View this Listing: https://successionlink.com/advisors/23603/ Overview: Looking to sell within 1 year. The ideal candidate has more than two y...

5 Okt 20171min

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