PRACTICE FOR SALE: 

$62MM AUM | $605,000 GDC In Albuquerque, NM

View this Listing: https://successionlink.com/advisors/18226/﻿

Overview: Small CPA financial planning firm. We work with 112 households and provide investment management, primarily through 3rd party managers, income tax preparation and financial plans. We are structured as an RIA and have a Registered Rep relationship with a B/D. Looking to merge with a larger firm, sell over 5 years and stay on as branch manager.

$10MM AUM | $150,000 GDC In San Jose, CA

Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.