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Acquiring a Financial Practice? Avoid These Common Points of Contention
For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings...
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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
Find an RIA firm for sale in our simple and easy-to-use online marketplace - myCompass. Below is a simple summary of each listing on myCompass, including Active listings, Coming Soon, Pending, as well as recently sold practices. Login to myCompass to view more details and complete a buyer profile so you can express interest.
For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings...
Whether you are just starting out as a financial advisor or you are simply looking to expand your established...
Those employed as financial advisors will likely come to a time in their career where they would like to make a...