Step 9

Step 9

Realize your long-term vision. Ambitions and desires change with time and age. PAG will create a custom path for you to achieve your firm’s goal. Whether that means buying additional advisory practices, selling your practice, going RIA only or otherwise, we will work with you to identify the right outcome and help you realize your dream.

 

PAG has assisted firms with selling, buying or partnering with other like-minded advisory practices in addition to purchasing firms directly as a succession plan.