Succession Resource Group is working with a registered representative based in Colorado that is looking for a buyer to acquire the business. The company provides compliance to financial advice, variable annuity, life, and long-term care insurance to 498 clients. The retainer clients have long-tenured relationships and have been with the company for an average of 20 years.
The owner is looking for a successor that is a good fit for its clients, and is willing to stay on as an independent contractor to generate new business. The buyer will need to embody the down-to-earth atmosphere of the Rockies.