$30MM AUM | $175,000 GDC In Waukesha, WI Succession Link podcast

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Business Succession Link

Contenido proporcionado por Succession Link. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Succession Link o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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$30MM AUM | $175,000 GDC in Waukesha, WI

6+ y ago 1:59

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MP3•Episodio en casa

Contenido proporcionado por Succession Link. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Succession Link o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately. The ideal candidate is a larger established insurance agency or bank that has a wealth management department. The ideal candidate is looking for a senior advisor in which to merge with and buy book of business. Advisor seeks to add services of larger firm to their clients including auto, homeowner, life and health insurance. Advisor is only interested in candidates in the Milwaukee Metro area.

… continue reading

35 episodios

#Business #Succession Link

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$30MM AUM | $175,000 GDC in Waukesha, WI

Succession Link

published 6+ y ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Succession Link. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Succession Link o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately. The ideal candidate is a larger established insurance agency or bank that has a wealth management department. The ideal candidate is looking for a senior advisor in which to merge with and buy book of business. Advisor seeks to add services of larger firm to their clients including auto, homeowner, life and health insurance. Advisor is only interested in candidates in the Milwaukee Metro area.

… continue reading

35 episodios

#Business #Succession Link

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