Kinsey Brown

Acquisition Opportunity in Washington DC!

Succession Resource Group is working with an Independent Fee-Based Advisor based in the metropolitan Washington DC area that is looking for a buyer to acquire the business. The company provides comprehensive financial advice using fee-based planning and mutual funds. The owner is looking for a successor that is a good fit for the clients, and […]

[OR-1910] Pacific Northwest Fee-Based Practice for Sale

Succession Resource Group is working with an Independent Fee-Based Advisor based in the Pacific Northwest that is looking for a buyer to acquire the business. The company provides comprehensive financial advice using fee-based planning and mutual funds. The owner is looking for a successor that is a good fit for the clients, and staff. An […]

[OR-1904] Pacific Northwest Fee-Based Practice for Sale

Succession Resource Group is working with an Independent Fee-Based Advisor based in the Pacific Northwest that is looking for a buyer to acquire the business. The company provides comprehensive financial planning and wealth management to its 176 loyal households. The owner is looking for a successor that is a good fit for the clients, owner, […]

Three Ways to Build Value in Your Practice

As an advisor, you provide tremendous value to your clients every day. But, what is often overlooked in the advisor-client dynamic, is the value they provide to you. That is, beyond the fees or commissions they pay you for your service, products or advice, your clients are providing you “value.” By that, I mean that […]