Successor

While continuing to grow our business, I am looking for a successor-to-be: a younger CFP or CFP candidate with at least three to five years' experience who is eager for more responsibility. A committed candidate will be met with committed mentoring and training to equip him/her to become CEO within two years or less. Successor-to-be will be involved in all major policies, changes, and decisions.

Firm is fee only and advises on about $65,000,000 for 19 clients. Most assets are custodied at Schwab. Primary focus is retirement planning, investment management, and income tax planning. Most clients are over age 50. Technology in place includes Black Diamond, eMoney, Pontera, Red Tail, Tax Tools, and Holistiplan. Need to build-out marketing program including website to facilitate growth.

Current staff includes CEO CFP with 30+ years' experience and a CFP candidate with three years' experience. Most clients are located in Texas. Relocation is not required but supported if desired; remote work is acceptable.

Would like to sell business to successor, but some sort of installment payout would be considered in lieu of a lump-sum payment.

If interested, or if you know of any candidates that might be a good fit, please contact me via email at:

mitch@mitchellclarkandcompany.com

or call 713-446-9841.