[MO-1733] Missouri Registered Representative for Sale

[MO-1733] Missouri Registered Representative for Sale

Succession Resource Group is working with an independent registered representative practice based in Springfield, Missouri that is looking for a buyer to acquire the business. The company provides commission-based investment strategies to 474 loyal households, who have been with the advisor for approximately 15 years. The practice earned $697,000 in 2016 with the average gross revenue over the past 6 years of $563,000. The owner is looking for a buyer that is a good fit for the clients and is willing to have a local presence, given that 99% of the households are within a 2-hour radius. As part of the purchase price, the spouse of the deceased advisor is willing to transition for a short-time period to ensure successful client transition. The transition should move quickly since the Spouse has prepped clients, received very positive feedback, and no clients have left as of June 30, 2017.

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