Succession Planning: Buy/Sell Practice

847 members
For those advisors interested in buying and selling advisory practices.

Looking to work into or purchase a book, series 7, 66, 24 and all insurance licenses. Location is not a concern.

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Anyone in North East Ohio looking to phase out?

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Anyone in Indianapolis area looking to transition out soon? Seems to me no one is wanting to let go at the top which makes me scratch my head a little.

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25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

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Looking to buy practice in Kansas City. PM me for details.

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Anyone looking to sell a book in Central Mass?

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Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

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Looking for small book in Minneapolis and surrounding areas.

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Looking to reach out to retiring advisors to see if they have succession plans in place. Is there a list out there that has advisor contact info?

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I posted this in another bowl with no engagement: I’m looking for input on some questions I should be asking as I’ve been approached to be the successor advisor on an RIA. Anyone here with experience?

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Looking to buy a practice in Clearwater/St. Petersburg,Florida region. We currently manage $250 million in AUM and looking to acquire a practice as a succession plan for advisor in that region.

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Looking to buy or be a successor/mentee for a practice in NC or SC. Licensed for over 15 years and believe in comprehensive planning. Interested in having conversations with all types of practices

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Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

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Edward Jones folks: there’s an EJ FA selling his book not far from me. I’d like to buy it. How does your noncompete work, is this a possibility, etc. this may be more than a forum comment can explain.

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Thanks!looking for a book around Atlanta!

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Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

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Any ideas on the variables of pricing a book? Seems to be all over the place. Just looking for something fair to both parties.

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“Today is a good day to sell.” - Klingon Financial Advisor Proverb. Anyone selling a book/practice? We have a large national footprint. Also interested in those that want to merge in and sell later.

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