10-20%
10-20%
Fee Structure
Mostly fixed fee
Recurring Billing
60-80%
Age of Firm
2-3 years old
What is the state of your firm, technology wise today?
Progressive
We use all cloud technology and our team is equipped to work remotely
Buyer Intent
Actively looking to buy now
What is your #1 reason for buying?
Growth/Expansion and to help firm owners retire without having to close up shop and walk away. If sellers are open to an alternative buy out structure it will be more beneficial to the seller.