PRACTICE INFORMATION

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This Tennessee fee-only wealth management firm is focused on providing clients with comprehensive financial planning and portfolio management, including systematic tax and estate planning assistance. Keeping the firm’s 80 clients continually aware of their retirement preparedness and progress is central to this firm’s service model. Trailing 12 months’ gross revenue totals $950,838 on assets of $114 million.

The firm has three highly skilled professionals who would prefer to remain post-sale and continue to serve existing clients. Two of the three professionals are CFPs with the third planning to take the CFP® exam in early 2020. The firm also has an operations manager who would like to remain post-sale.

The preferred buyer would be a fee-only RIA firm with a clearly articulated mature business vision and well-developed growth plan. The buyer should have well-developed workflow processes and technology utilization. The seller would prefer to keep the client accounts custodied at Schwab for ease of transition.

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