• Are you exhausted by the demands from your clients?
• Are you burnt out from years in the business?
• Is your financial practice in jeopardy due to a lack of a continuity plan?
• Do your children have interest in taking over your business?
We buy Financial Practices from Financial Advisors and Registered Investment Advisors.
We realize that over the years you have built a business, created a process, a system in place that's made you successful. Now comes a time in your life where you are looking to move on. We truly understand the challenges facing you today and we're here to help you create a deal that best suits your needs.
Have you considered selling your financial practice more then once but you don't know how?
We are the leading acquirer of small to mid size Financial Service practices throughout the United States. Our breadth of knowledge and acquisition experience will ensure you'll have a seamless transition so you can rest assuredly knowing your clients are in good hands.
Georgetown Investment Co. has specialized in assisting sellers of financial advisory practices for over 15 years. If you seek guidance about the sale of your practice please call us at 703 533 0030.
How we work
You will have clarity about the direction of your practice. By examining your practice in detail we can plan accordingly to ensure More…
Who we work with
There are many Challenges facing Financial Advisors & Registered Investment Advisors Today. More…