Tag Archives “Seller Advocacy”

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 […]

[OR-1904] 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 planning and wealth management to its 176 loyal households. The owner is looking for a successor that is a good fit for the clients, owner, […]