17 Year old Financial Services Group that specializes in financial planning, investment advice and portfolio management, money management, as well as insurance and annuities. $90M in AUM and $5M in fixed annuities. This is the perfect acquisition for a bank or financial institution looking to bring these services to their clientele and expand their offerings in the wealth management arena, especially for the under-served middle class. Also perfect as an add-on to a current company that needs additional contracts, services or improved fee structure. Business model is highly scalable and advisors can be recruited from anywhere in the United States. Current owner wishes to stay with the business and is open to arrangements that include minority partnership and/or employment.
$3M Price assumes Seller Financing. Alternatively, Seller will accept $2.5M all Cash at Closing. Financing on Case-by-Case Basis at the Seller’s Sole Discretion.

Posted Sep 9, 2015

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