[MA-1885] Massachusetts Investment Adviser Representative for Sale

[MA-1885] Massachusetts Investment Adviser Representative for Sale

Succession Resource Group is working with an Independent Adviser Representative under its SEC Registered Investment Advisory firm based in Massachusetts that is looking for a buyer to acquire the business. The company provides fee-only financial advice.

The owner is looking for a successor that is a good fit for the clients, and would like to stay with the firm post-transition in a consulting capacity. An ideal successor would also retain the lease.

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