PRACTICE INFORMATION

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This IAR practice, located in the Florida panhandle region, offers well-rounded and focused financial planning and guidance to clients. This practice has trailing 12 months revenue of $915,000, of which $276,000 is from approximately $51 million in assets, $614,000 from fixed annuities, $16,000 from financial planning, and $9,000 from term life, universal life, and long-term care insurance products. The two principals of this practice prioritize building client confidence and developing relationships of trust which has resulted in an extremely loyal client base with an average tenure of 20 years.

The preferred buyer would be an IAR or hybrid RIA who is committed to maintaining the nurturing, service-driven approach to which clients are accustomed. The preferred buyer would also lease the practice’s current office space, which is owned by one of the practice’s principals, and retain the practice’s unlicensed staff member.

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