PRACTICE INFORMATION

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This insurance and wealth management practice located in the Los Angeles area of California focuses on retirement income strategies using a variety of investment and insurance products customized to the needs and objectives of its 230 client households. The firm, which has been established for over 10 years, maintains a strong educational emphasis and prioritizes its values of trust and integrity to establish long-term client relationships. The firm primarily advises clients approaching retirement and those already retired with income planning, asset management, legacy planning, and long-term care.

Current wealth management clients are accustomed to meeting in person twice yearly, while insurance clients are primarily served in person for annual reviews. The seller typically holds monthly seminars and would be willing to continue educational events during the transition period. The seller is also affiliated with a national financial education non-profit which generates leads for future business.

With both office space and employees in place, this business presents a turn-key acquisition opportunity for a buyer looking to establish a presence in the growing Inland Empire region of Los Angeles. The office lease currently extends through July of 2020 and is available for a long-term or month-to-month lease beginning in August of 2020. The seller seeks a buyer interested in maintaining a presence in the Los Angeles metropolitan area, due to the location of existing clients and the lucrative potential for new business in the local market. Two employees are interested in remaining with and supporting the buyer post-closing.

The seller prefers a buyer with a Certified Financial Planner® on staff.

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