Acquisition Opportunity in Washington DC!

Acquisition Opportunity in Washington DC!

Succession Resource Group is working with an Independent Fee-Based Advisor based in the metropolitan Washington DC area that is looking for a buyer to acquire the business. The company provides comprehensive financial advice using fee-based planning and mutual funds.

The owner is looking for a successor that is a good fit for the clients, and has no employees that would need to be retained. An ideal buyer would keep the lease, and be local.

Next Steps:

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