Geographical location
Buyer profile
Our client is a wealth manager who is seaching to increase rapidly his footprint everywhere in Québec. Our client is looking for some wealth managers looking to retire within few years and purchase their book of clients, in a way where the seller would get the most out of the business built over the course of the years while transferrring clients to the buyer.
Business areas
Financial services, insurance and wealth management
Desired business profile
Wealth managers with well established clients
Transition period
EBITDA
N/A
Other characteristics
Possibility of cashing out more money than your book value because the buyer has a good and agressive program for those who want to sell their book of clients.
Financial qualification
Our client has all the necessary ressources to serve your clients
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