BrokerHunter | SELECT

Practice Acquisition & Succession Opportunity-Helena Montana

Helena, Montana
September 04 2020

This is a Succession & Acquisition opportunity where advisor is looking to retire in max 5 years. Advisor would be willing to exit earlier for the right fit. Practice is currently with a national well regarded Independent BD and will require buyer to move to the BD platform upon purchase. Competitive transition packages are available with the purchase.

Practice Details:

  • $250 GDC= 33% Fee Based
  • $51 MM AUM

This is an immediate & tremendous opportunity for a Financial Advisor looking to grow their practice in Western Montana area.

Please APPLY NOW for details or e-mail if you would like to discuss further. 




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