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Succession Planning: Buy/Sell Practice

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For those advisors interested in buying and selling advisory practices.
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Anonymous User
You are currently posting as works at

A company’s culture becomes visible during periods of uncertainty.Anyone can appear aligned during growth.Stress reveals operating philosophy.

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Anonymous User
You are currently posting as works at Badge Image

There’s a difference between ambition and expansion addiction. Some companies grow because they’ve earned adjacency. Others expand because standing still feels psychologically uncomfortable. Disciplin… more

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Posting as :
a Vice President
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Vice PresidentBadge Image

Let’s say you have a book of $100mm with 17 clients total… what is this worth when thinking of transitioning to a broker model? For context I’m a salaried private banker in the US west coast. My network is solely… more

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Posting as :
a CFP
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at CFP

Hey group...I've reached out on here before and have gotten a few bites....I am interested in talking to someone who is wanting to pursue a career in financial planning. I am 62 and still have som… more

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Anonymous User
You are currently posting as works at

Looking to purchase a small book ($50M ideally) from any channel. Virtual practice or Chicagoland based. 8 YOE as salaried lead advisor working with clients with NW of $1M-$100M. Planning first adviso… more

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Posting as :
works at IntellicoPRC Berlin Gmbh
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at IntellicoPRC Berlin Gmbh

The only way to do great work is to love what you do. Have a successful week ahead.

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Posting as :
works at IntellicoPRC Berlin Gmbh
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at IntellicoPRC Berlin GmbhBadge Image

Hello Everyone The day is bright so as the future is bright. Have a wonderful day and always be happy and smile 😊

likeuplifting
Posting as :
a President
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at President

I am reaching out today with an exciting opportunity that we are exploring in the Tampa, Florida market. We are looking to expand our presence and are interested in acquiring a small financial firm in the area t… more

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Posting as :
an Administrative Assistant
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Administrative AssistantBadge Image

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Posting as :
an Administrative Assistant
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Administrative AssistantBadge Image

Checkout “Fintech Catalysts” If you are interested in Real estate/ Cryptocurrency. it’s an exchange; which runs trade in autopilot to generate weekly profits (ROI)
Use the link below to join their community more

likefunny
Posting as :
a Financial Consultant
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Financial Consultant

Anyone looking to sell a practice in Southeast Louisiana or Gulf Coast Mississippi?

likehelpful
Posting as :
a President
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at PresidentBadge Image

I am looking to purchase a small RIA in the Tampa/St. Pete area. RIA only.

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Posting as :
an Account Manager
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Account ManagerBadge Image

How much have you earned trading forex and mining crypto?

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Posting as :
a Financial Advisor
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Financial Advisor

Currently looking at buying a portion of another advisors book. They are scaling down and looking to sell a portion of it. Offering me at 2.5 times revenue, they are also including all the life, annui… more

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Posting as :
Juliana Thato
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Juliana Thato

I'm Julian an expert trader I have 8 years of experience working in the financial field of trading. I can give you the best help and the most professional investment & trading plan in financial aspe… more

likefunny
Posting as :
an Investment Adviser
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Investment Adviser

Have a seller I've been working with for a while. Very compatible and he wants to work into a buy-sell agreement and asked me for an offer. I know large firms will have prices by age groups. Fo… more

Posting as :
an Executive Director
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Executive Director

I support 300+ Advisors as a consultant/resource providing 35+ industry years of experience in helping them plan their retirement and business continuity strategies.
We discuss client messaging, selecting a … more

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Posting as :
a Manager
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at ManagerBadge Image

https://t.me/HUGOSWAYFXADMIN

Join my team on telegram for free signal's daily #xauusd #gbpjpy #usdcad #Eurcad #Eurusd… more

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Posting as :
an Investment Analyst
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Investment AnalystBadge Image

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Posting as :
an Associate Financial Planner
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Associate Financial Planner

Hi all - 27 year old AFP with 5 years of experience at a 3 employee (including owner) firm~$400 m AUM. Only other Planner is the owner of the firm and i west many hats. Currently studying for CFP as well.
more

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Posting as :
Brandon Ferguson
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Brandon FergusonBadge Image

I offer studies and trading analysis that helps you get out of debt, win with money, and we also render loan ,capital management and fund retracement services.

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Posting as :
a President and CEO
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at President and CEOBadge Image

My firm is looking to acquire an advisory practice in western NC. For anyone looking to merge or sell, please reach out to me. We are switching to fee only model in the next 3 months, and heavily focu… more

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Posting as :
an Account Manager
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Account ManagerBadge Image

Click on the link on free signal
https://t.me/metalHourlycryoto
☝️ Here is a platform where you can invest a… more

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Posting as :
an Account Manager
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Account ManagerBadge Image

https://t.me/metalHourlycryoto
☝️ Here is a platform where you can invest and make huge profit

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Posting as :
a Vice President
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Vice PresidentBadge Image

How 2 cheat - get in 22/23 ED Goldman Sachs @S&T Front Office in London(non-trading):non target (MickyMouse/WestLondon BS mba,no GMAT, $ all pass, >£16k, no fluent english - use copywriters!+free CMI basic,not examinable), no qualification(CFA, FRM, etc),no target degree (3.6/5.0avg EasternEurope),discip.sucked>BoAf, stuck +8yrs as associate.

>Now I mgmt CFA,PHD ppl,more skilled, discriminating senior candidates(threat to weak ED).

Possible! >play HR game D&I, HR seek women Morgan Stanley

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Posting as :
an Executive Director
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Executive DirectorBadge Image

How get Goldman Sachs' ED @Sales&Trading (non-trading) FO London? Simple play D&I game & cheat:

-non-target Uni,non-fin background

-MickyMouse MBA @UniWestLondon (>£16k) TheCheapestLondon

-cheating,use copywriters>poor communication

-no CFA,no qualifications(CMI bs unexaminable)

-being disciplinary sucked BofA, stuck +8yrs as Assoc

-no any Ethics/Integrity

so you now managing VPs/Assoc 3x more qualified?! HR discriminated own superb internal candidates :( meet D&I Goldman Sachs

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Posting as :
a Jpmwm Program Manager
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Jpmwm Program ManagerBadge Image

What are your thoughts on sustainable investing? Is it a priority for your portfolio?

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Posting as :
an Investment Analyst
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Investment AnalystBadge Image

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Posting as :
a Loan Officer
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Loan Officer

For the those interested, our company provides commercial loans to small businesses including start ups and investment properties. Feel free to ask me anything 🙂 happy to connect.

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Posting as :
a Senior Consultant
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Senior Consultant

Dm for more information.

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Posting as :
works at Morgan Stanley
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Morgan StanleyBadge Image

Anyone seeking a JR partner for their succession planning. Ft Lauderdale , Boca Raton, Palm Beach?

I'm currently in a Financial Planning role and have 10MM of my own AUM

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Posting as :
an Associate
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Associate

If anyone needs a financial analyst to look into the economics of buying a practice, I provide services on a freelance basis. I have 4 years of M&A experience and family background in wealth manag… more

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Posting as :
a Financial Advisor
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Financial Advisor

I am a Series 7 RIA in Coastal Mississippi with 18 years experience. I am looking to buy a book of business in Central/South Mississippi or New Orleans area.

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Posting as :
a Registered Representative
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Registered Representative

Advisor retiring . In practice 25 years, approximately 220 clients, $25 million AUM, annual gross $200,000 +. Mostly commission based but perfect to become fee based. Email for info in strictest confidenc… more

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Posting as :
Abdul Razzak
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Abdul RazzakBadge Image

Je suis ici pour aider à la forme ou à la cuisine si quelqu'un en a besoin

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likehelpful
Posting as :
a Consultant
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at ConsultantBadge Image

I’m a loan consultant. We offer all kinds of loan and financing to individuals or company in terms of Rehab Loan, H.E.L.O.C, Auto Loan, Fix and Flip, Student Loan Pay-Off, Commercial Loan, as well as … more

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Posting as :
a Senior Wealth Manager
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Senior Wealth ManagerBadge Image

Hello! Just found this app/bowl and figured it can’t hurt to ask - anyone in the Tampa Bay Area looking for a successor? Female advisor with fifteen years of experience, and happy to provide more deta… more

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Posting as :
a Financial Advisor
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Financial AdvisorBadge Image

Looking to purchase a book of business in the Austin/San Antonio area. Been in the business 7 years. Currently at $60mm with 120 or so clients. Thankful for any insight!

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Posting as :
works at Morgan Stanley
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at Morgan StanleyBadge Image

Thinking about leaving the wire house channel in about 4 years time and I should be at $900k In production. I’ve been looking at Ameriprise recently since I like their approach to “supported independe… more

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Posting as :
a Partner
▸ Succession Planning: Buy/Sell Practice
You are currently posting as works at PartnerBadge Image

I'm a minority owner in a small and growing lifestyle practice. Are there any organizations out there that would purchase my shares knowing that the business will continue to be lifestyle only?

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