<-- Succession Resource Group is working with an independent registered representative based in Virginia that is looking for a buyer to acquire the business. The company provides holistic financial advice, using fee-based planning, annuities, and mutual funds to its 117 households.
The owner is looking for a successor that is a good fit for the clients and staff to ensure a successful transition. The seller wishes to stay with the firm for at least a year post-transition. An ideal buyer would also retain owner, key employees, and the lease.