Practice for Sale
About This Opportunity
This Northeast firm is focused on delivering results-driven, holistic financial planning and investment management services to its clients. This firm also helps its business clients build and manage, among other things, their employee retirement plans and executive compensation plans.
This firm seeks a partner that can help with operational efficiencies and provide an elevated client service experience. The partner firm must be planning-focused and client-centric and be willing to provide the principals of this firm with a true partnership opportunity and the staff meaningful employment. The firm owns highly visible office space that clients frequently use. This space can be retained post-transition.
Form of Ownership
High Net Worth
Types of clients that this firm services segmented based on type or assets.
Mass Affluent - $0 to $999,999
High Net Worth - $1,000,000 to $29,999,999
Ultra High Net Worth - $30,000,000+
Corporate/Institutional - Business entities (often through 401(k)s)
In-House v. Outsourced
Capacity for Both
Model v. Custom
Active v. Passive