Succession Resource Group is working with a registered representative firm based in Illinois that is looking for a buyer to acquire the business. The company provides financial investment services to 314 loyal clients. The seller is looking for a successor that is a good fit for the clients.
The owner is willing to stay with the firm for 6 to 12 months to aid in the transition of clients and may be interested in a “rainmaking” capacity posttransition
If you are interested in the practice and have already submitted your buyer profile, please email us at firstname.lastname@example.org. If not, please submit your buyer profile to get started. Thank you!