Succession Resource Group is working with a registered investment advisor practice based in Vancouver, Washington that is looking for CFP© practitioner to acquire the business. The company provides fee-only investment strategies and wealth management to 25 loyal households, who have been with the advisor for approximately 9 years. The practice earned $123,000 in 2016 with 100% recurring revenue.
The owner is looking for a buyer that is a good fit for the clients (socially liberal, pro-consumer, “modern Oregon thinker”) and who custodies with Scottrade/TD Ameritrade and uses DFA. The owner is willing to stay on for up to 12 months in a consulting capacity to help ensure successful client transition and retention.
If you are interested in the practice and have already submitted your buyer profile, please email us at email@example.com. If not, please submit your buyer profile to get started. Thank you!