Connecticut SOLD

Ø  Over $20m AUM, 40% recurring revenue

Ø  Annual GDC routinely $200k

Ø  Loyal client following with Advisor who will assist with moving clients

Northern California SOLD

Ø  Annual Revenues Exceeding $3 million

Ø  Strong Team Available For Transition Assistance

Ø  High Net Worth Client Base

Southern California SOLD

Ø  Annual Revenues of $300,00

Ø  Long tenured Advisor with loyal client base

Ø  Highly respected in community

These are a snapshot of practices we have helped to date. To get a better idea of practices in the process of transitioning within the next five years, and find out how to be considered as a potential buyer or seller, Please email us at info@integratedsuccession.com or call 480-695-8603.