[OR-1910] Pacific Northwest Fee-Based Practice for Sale

[OR-1910] Pacific Northwest Fee-Based Practice for Sale

Succession Resource Group is working with an Independent Fee-Based Advisor based in the Pacific Northwest 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 staff. An ideal buyer would be in the same Broker-Dealer, have a local presence and be open to the seller staying on post-sale in some capacity.

Next Steps:

Related Posts

 
Stay Up-to-Date!

Stay Up-to-Date!

Join SRG eUpdates to be notified of new practices for sale, deals in your area, as well as receive our quarterly newsletter with current M&A data and news about events.

Your Subscription is Successful!