PRACTICE INFORMATION

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This RR practice, based in California’s Central Coast, was started over 37 years ago and has an extremely loyal client base, with an average client tenure of 20 years. The practice’s current annual revenue is $358,000, 53% from mutual funds and 47% from annuities. Clients are accustomed to receiving advisory services via traditional, in-office meetings.

The preferred buyer would be a well-established, full-service firm with expertise in converting mutual funds into fee-based assets. The owner would prefer a buyer with a local presence, given most clients are accustomed to in-office meetings, although not required as long as the buyer is willing to frequently meet in person with clients in the area. Office space is available; however, a potential buyer would not be required to maintain the seller’s current location. One non-licensed staff member would like to remain in place post sale.

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