New Acquisition Opportunity in Arizona!

New Acquisition Opportunity in Arizona!

Succession Resource Group is working with an independent securities based practice in Arizona that is looking for a buyer to acquire the business. The Company services only 130 loyal households, which have been with the advisor for at least 15 years. They offer a range of services such as fee-based managed accounts, annuities, and tax preparation. The seller is open to having a post-consulting role with the firm to help retain the long-tenured client base

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