[CO-1861] Colorado Registered Representative for Sale

[CO-1861] Colorado Registered Representative for Sale

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.

Next Steps:

Related Posts

 
Stay Up-to-Date!

Stay Up-to-Date!

Join SRG eUpdates to be notified of new practices for sale, deals in your area, as well as receive our quarterly newsletter with current M&A data and news about events.

Your Subscription is Successful!