Philip Petursson’s Post

If succession planning is on your to-do list take a look here.

View profile for Scott Syrja, CFP, RRC, CPCA, CIM, RIS, graphic

Executive Financial Consultant with Syrja & Associates, IG Private Wealth Management

❗ Wealth Management Practice Owners: I'm on the lookout for a distinguished wealth management practice to acquire.   At Syrja & Associates Private Wealth Management, we're at an exciting juncture of growth, poised to expand our business operations. As a crucial step forward, we're actively seeking opportunities to enrich our book of business through strategic acquisitions. Aligned with our ambitious expansion goals for 2024, we're enthusiastic about integrating new business into our portfolio.   -- Are you looking to sell? -- Are you exploring ways to exit?   If so, here's what we're seeking:   #1. A practice with 50+ clients #2. $50+ million in assets   If this sounds like a potential match for your practice, don't hesitate to connect with me and drop a message to explore further. Let's see if we're the perfect fit for each other.

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