OK Boomer! Have the Covid years caused you or a client of yours to think about what's next? Is it time to begin planning an exit strategy? I have a client (not a PV member), who is a financial planner, seeking to grow his business via acquisition of clients from retiring wealth managers. The perfect target is a portfolio of $25-100M in AUM, with an average account size of at least $250K. This buyer is well-qualified and well-financed. If this is of interest, or you can make an introduction to a possible candidate, please call Mark Richard, Keystone Business Advisors, 805.231.3075 (cell).
Jan 27, 2023