PRACTICE FOR SALE:
$30MM AUM | $175,000 GDC in Waukesha, WI
Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately.
The ideal candidate is a larger established insurance agency or bank that has a wealth management department. The ideal candidate is looking for a senior advisor in which to merge with and buy book of business. Advisor seeks to add services of larger firm to their clients including auto, homeowner, life and health insurance. Advisor is only interested in candidates in the Milwaukee Metro area.