Tag Archives “Seller Advocacy”

New Acquisition Opportunity in Upstate New York!

Book of Business For Sale 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 […]

New Acquisition Opportunity in Arizona!

Acquisition Opportunity SRG has a new acquisition opportunity and is working with an independent securities-based practice in Arizona that is looking for a buyer to acquire their business. The Company services only 130 loyal households, which have been with the advisor for at least 15 years. They offer a range of services such as fee-based […]