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valuation in Buffalo

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  1. Financial Advisor

    The “green” is greener! Higher Payouts Greater Autonomy Marketing Support Capable, Friendly Back Office Benefits! If you have contemplated moving your book of business, or positioning your book for succession, we should talk. Advisors at our wealth management firms often see 30% year over year growth in their books, which would result in higher sale valuation multiples. We are very interested in Advisors who are committed to growing their fees, growing their assets under management, or ...