Practices for Sale

New Acquisition Opportunity in Hawaii!

Succession Resource Group is working with an independent fee-based practice in Hawaii that is looking for a buyer to acquire the business. The company provides holistic financial advice, using fee-based planning and estate planning. The owner has recently passed away and the advisor’s family is looking for a successor that is a good fit for […]

New Acquisition Opportunity in Upstate New York!

Succession Resource Group is working with an Independent Securities Based advisor in Upstate New York that is looking for a buyer to acquire the business. The company has very little overhead and a young, manageable, and long tenured client base of 166 households. The owner is looking for a successor that is a local and […]

New Acquisition Opportunity in the Bay Area!

Succession Resource Group is working with an Independent Annuity-Based Advisor based in the Bay Area that is looking for a buyer to acquire the business. The company has very little overhead and provides its 35 loyal high net worth clients with annuities, alternative investments, and mutual funds. The owner is looking for a successor that […]

[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 […]