NEW SELLER in Kansas!

NEW SELLER in Kansas!

Book of Business For Sale

Succession Resource Group is working with an Independent RIA in Kansas that is looking for a buyer. The Company provides investment management and fee based financial planning to their 122 long-tenured relationships.

The owner is looking for a successor that is a good fit for the clients, willing to stay with the firm to aid in the transition of the client base and has little required expenses.

Next Steps:

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