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M&A

Preferred Location:
North-East
Open to Relocation:
No

The Founder of an ultra high net worth focused legal, estate, and tax consulting practice looking to merge his practice. Details below:

  • Clients include families, professional athletes, and entertainers including several high-profile names (100m+ level clientele)
  • 2+ million in revenue from 8 clients on annual retainers ranging from 50k-350k
  • Consulting with many of the same clients for the past 20+ years; no current revenue from AUM
  • Seeking to align with a collaborative RIA/MFO that currently serves or aspires to service 100m+ level clientele
  • Desires to source new business and to develop next-gen talent within the practice of a larger, well established firm

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