Buy or Sell a Practice
If you are considering selling your business (or acquiring one), it is important you find a financial firm you can trust, who shares your same values, and will treat your clients the way you have.
Whether you decide to sell your practice outright, transition it over time, or scale back and work with select clients, we’ll help you do it your way.
You already know that before making any career change, it’s important to do your homework. That’s why you ended up on our site. You need to ask all the right questions, and make sure you’re getting the right answers.
Our client firms include brokerage firms, custodians, registered investment advisors, and banks. We specialize in the recruitment and placement of registered representatives and financial advisors.
We will discreetly and professionally represent you and your needs. [Learn More...]