New Acquisition Opportunity in the Bay Area!

New Acquisition Opportunity in the Bay Area!

Succession Resource Group is working with an Independent Annuity-Based Advisor based in the Bay Area that is looking for a buyer to acquire the business. The company has very little overhead and provides its 35 loyal high net worth clients with annuities, alternative investments, and mutual funds.

The owner is looking for a successor that is a local, understands and uses annuities, and is willing to move to the independent broker-dealer the seller is affiliated with.

Next Steps:

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