EPISODE · Oct 20, 2017 · 1 MIN
PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL
from Succession Link · host Succession Link
PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL View this Listing: https://successionlink.com/advisors/20170/ Overview: Due to restrictions, this advisor is only able to make a transaction with an Ameriprise affiliated advisor. This seller would like to sell the business anywhere in 2018 and would be available for 1 month to help with transition, pending pay (terms negotiable). The advisor is looking for a buyer, Ameriprise affiliate only, who is willing to make her/himself available to the clients. This could be at odd hours or weekends, with a possible phone call/web chat/etc. A buyer with a CFP is preferable, and local is preferable but not a requirement. This seller has been dedicated to the clients for many years and hopes to find the right fit.
Embed this episode
NOW PLAYING
PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.