Sellers

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Next Step

Interested in a listing? Complete the buyer profile:

Succession Resource Group works closely with independent financial advisors to determine the value of their business, find and qualify potential successors, negotiate the price and payment terms, and then close the deal. We leverage our industry expertise, systematic process and resources. For more information on seller advocacy services for advisors, visit our Seller Advocacy page.

The following is a summary of practices currently active for sale (looking for a buyer now), practices that have engaged but are not yet active, and those that have recently closed.

 
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