Succession Resource Group is working with a compliance firm based in Texas that is looking for a buyer to acquire the business. The company provides compliance to both RIAs and BDs, generating revenue from retainer fees, consulting, registration services, documents such as IA manuals and solicitor agreements, focus reports, etc. for 108 active clients. The retainer clients have long tenured relationships and have been with the company for an average of 20 years.
The company is growing with a consistent revenue stream with clients all over the country. The owner is looking for a successor that is a good fit for its clients, and is willing to stay with the firm to aid in the transition for six months.
If you are interested in the practice and have already submitted your buyer profile, please email us at firstname.lastname@example.org. If not, please submit your buyer profile to get started. Thank you!