PRACTICE INFORMATION

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This San Francisco Bay Area IAR/RR is focused on helping each of its 620 households plan for retirement by providing solutions tailored to each client’s needs. Trailing 12 months’ revenue for this practice is approximately $667,000, of which $195,000 is recurring revenue from managing approximately $23 million in assets for 105 households, $132,000 from mutual fund and annuity commissions, and $310,000 from insurance. With over 20 years in business and a well-established client base, this practice presents an opportunity for a firm or advisor seeking to expand or establish a presence in the Bay Area. The seller’s turn-key office space is available for lease.

The ideal buyer for this practice would be a well-established firm or advisor that can provide the clients with the personalized guidance and service that they have each come to expect. The buyer must be familiar with 403(b) plans and insurance licensed.

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