LWP Acquisition Target Dashboard

v1 — Georgia firms only — firms

AUM in band25

Small team (≤ N emp)20

CFP confirmed15

Drive time ≤ N min15

Advisor age in range15

Has website5

Has About text5

Total weight: 100 (normalized to 0-100)

Fit	Firm	Advisor	AUM	YoY	Emp	Age	CFP	City	Drive