PRACTICE INFORMATION

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This Texas-based IAR firm is focused on providing each client with a customized, comprehensive financial plan and expert investment advice. This firm is also focused on assisting its clients with asset protection, debt management, and estate planning. Current annual revenue for this firm is approximately $1.15 million, of which $1.097 million is recurring revenue from $98.9 million in fee assets, with the remaining revenue from mutual funds, REITs, and life insurance. With over 65 years of combined experience in the financial services industry, the owners of this firm are seasoned advisors with deep connections in Texas and well-established referral networks.

Given the owners and staff wish to remain post-sale, the preferred buyer would be a well-established firm that is looking for a merger or Sell and Stay® opportunity.

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