Tag Archives “Seller”

California Fee-Based Practice For Sale

Registered Representative for Sale This is an opportunity to acquire an Ameriprise practice in Northern California with 174 long-tenured households. The opportunity within this practice is endless – with over 30% of the AUM being held within the LGBTQ community and/or physicians/RNs, as well as a consistent center of influence and a practice that could […]

Seller One-on-One

In this webcast, David Grau Jr., President of Succession Resource Group interviews past client Kathy and her assistant Heidi, who recently sold her practice. Kathy shares insights regarding how and why she decided to sell her business when she did, what worked well and what she would do differently, and her recommendations every advisor should […]