Financial Professionals
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Who we serve

We help financial professionals connect with others

Financial Advisor

We help all types of RIAs. With all sorts of designations: CFP, CFA, ChFC, CFS, CIMA, or CPA designations. Serving both financial planners and investment managers.

CPA

We help all types of CPA and accounting firms. Firms that provide book keeping, tax, audit, estate planning and wealth transfer strategies.

Insurance

We help all types of insurance agents and wholesalers. Firms that sell property & casualty insurance, and health & life insurance.

Explore

Find your opportunity

Buy

Buy a practice

Grow your business

Sell

Sell a practice

Exit a business

Merge

Merge a practice

Gain a partner

How it works

Start connecting today!

  • Become a Member

    Discover the opportunities

  • Create your profile

    The more detail you provide the better your conversations

  • Search & Connect

    Start a search and locate opportunties

  • Start a Conversation

    How can they help you? How can you help them?

  • Close your deal

    Success!

Exciting opportunities

We have successfully helped a financial professional near you!

Mary

Mary

A CPA looking to join a firm with more resources

Barry

Barry

A CFP wanting to retire and start sucession planning

Nancy

Nancy

An insurance producer looking for a book of business

You never know who you will connect with!

Our Members' Designations

CFP
CPA
NAPFA

Contact Us

You are important to us