Description:

• Seventeen (17) years of actual “practice building” results.
• Enviable reputation in the marketplace for fair, reliable and dependable advice.
• Handsome book of fiduciary business to transfer with the sale.
• Approximately 3000 active clients from which to grow the practice.
• Trained staff in place to easily transition clients to a new owner.
• State of the art practice management systems in place.
• The Seller plans to retire and is committed to a generous transition period for a new owner.