PRACTICE FOR SALE:
$40MM AUM | $200,000  GDC in Albany, NY

View this Listing: https://successionlink.com/advisors/19040/

Overview: 70% managed money 30% insurance products which includes annuities & life insurance. 
Looking to sell and accepting offers immediately.
CFP or CHFC preferred. 20% downpayment with the remainder to be paid in no more than 36 months. Firms outside of New York not considered.

Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, 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.