[CA-1831] California Registered Investment Advisor for Sale

[CA-1831] California Registered Investment Advisor for Sale

Succession Resource Group is working with a registered investment advisor based in California that is looking for a buyer to acquire the business. The company provides financial advice, using Dimensional Fund Advisors (DFA).

The owner is looking for a successor that is a good fit for the clients – both ethically and fiscally. The seller has no required expenses that buyer would have to keep such as a lease or employees.

Next Steps:

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