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Sell Book

Are you looking to sell or buy a book of business?

We created this forum to start the discussion and share the opportunity with others.

See below.


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(Sample) Advisor looking to sell my book

(This is a Sample)


I have a book for 401ks I am looking to sell in the next year. It is roughly $50m and consists of 30 plans. I would love to discuss with anyone looking to discuss further.