WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
WAOM
FLSOM
3 x
WAOM
3.3 x
Seller | WA - WAOM
- Bookmark Practice to Inquire Listing Price
- $51m AUM
- $365k Gross Revenue
- Sell & Consult Sale
- Projected Close Date April 06, 2025
- 98% Fee
- 2% Commission
- 220 Households
The seller began his journey in the financial industry in 2007 after relocating to Arizona, where he and his family established their roots. He developed a keen interest in financial planning and investment, initially focusing on municipal bonds, which cater to retirees seeking tax-free income. This…
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | FL - FLSOM
- $390,000 Listing Price
- $13m AUM
- $120k Gross Revenue
- Off Market
- Sell & Consult Sale
- Projected Close Date June 14, 2025
- 20% Fee
- 80% Commission
- 100 Households
The seller brings a wealth of experience to the table, having served as a registered representative for 37 years with no legitimate complaint history. The seller is known for their exceptional client service, contributing to their success over the years. Regarding client meetings, the seller offers…
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | WA - WAOM
- Bookmark Practice to Inquire Listing Price
- $51m AUM
- $365k Gross Revenue
- Off Market
- Partial, Move to Acquire™ Sale
- Projected Close Date April 06, 2025
- 98% Fee
- 2% Commission
- 220 Households
The seller began his journey in the financial industry in 2007 after relocating to Arizona, where he and his family established their roots. He developed a keen interest in financial planning and investment, initially focusing on municipal bonds, which cater to retirees seeking tax-free income. This…
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.