Tom – NJ
I have worked very closely with Scott over the last 12 months, and he has been a tremendous help finding me a suitable investment advisory practice to purchase. He guided me successfully in all areas of the transaction, from moderating our initial contact, to the valuing of the practice, and finally, the nuances of executing the contracts. I have been extremely pleased with my experience and look forward to working with Scott and AdviserXchange on our next purchase as we build a regional business. Highly recommend the company’s services.
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