PRACTICE INFORMATION

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This IAR based in Southeastern Massachusetts seeks a buyer for a book of 43 clients. This book’s trailing 12 months revenue is $276,599, of which $247,342 is from managing approximately $13 million in fee-based assets, with an additional $29,257 from fixed annuities.

Most of the clients are nearing or in retirement and accustomed to a low-risk investment philosophy. The preferred buyer would be a well-established firm looking for a Sell and Stay® opportunity.

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