PRACTICE FOR SALE:
$21MM AUM | $350,000MM GDC in Richmond, CA
Overview: Advisor seeks to retire completely and sell book of business. Advisor seeks to work with buyer for 4-5 months to ensure a smooth transaction. Advisor seeks to succeed as soon as possible.
The ideal candidate is an enrolled agent or CPA and a registered investment advisor. The ideal candidate has an insurance license and tax credentials and should be familiar with all insurance products, index annuities, and mutual funds. Advisor seeks to talk to advisors from across the country.