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For those advisors interested in buying and selling advisory practices.
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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

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

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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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Dm for more information.

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

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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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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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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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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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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?

[Musk and Apollo Global Management will "no longer discuss" a potential financing deal to acquire Twitter]

Apollo Global Management and Elon Musk will "no longer discuss" a potential financing deal to acquire Twitter, according to Reuters. Apollo Global Management had previously considered participating in Musk's April offer to buy Twitter for $44 billion, or $52.40 a share, when the asset manager said it wanted to weigh whether it should offer another bidder appropriate equity or debt. to m

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Transitioning to Indy channel, and would like to see if anyone is looking to exit the business in the next 2-3 years. I am looking to purchase a practice. I am a CFP, AAMS and working on ChFC currentl… more

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I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I … more

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Thinking about making the jump to advising and wanted to hear thoughts on the best way to find a way to join a FA as a junior advisor with the plan to be the successor and buy the book. Have 5 years o… more

Anyone looking for a women partner/succesor in the Seattle area?

Shot in the dark…Any independent/hybrid advisors seeking a female successor?

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I’m a solo practitioner with about $250 million in assets and T-12 of $1.5+ million with just 98 households. I’m interested in having a Junior advisor take on additional responsibilities plus take the… more

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When selling practices, I was always under the impression the practice would be sold based on 2-3x trailing 12 rev.
Is it typical for practices you currently work for to do some sort of equity ownership ramp-up, … more

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I’m aware of a large practice for sale in Walnut Creek, CA ($300M in assets) 39% fee and one in CT closer to $140M in AUM. 97% fee. Both require a hybrid advisor willing to change BD firms. Let me kn… more

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I want to buy in Montana, Idaho, or Wyoming.

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Anyone looking for a junior partner in Kansas City area?

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I am a junior advisor of a team in a book around 400mm, 3mm in revenue. When I was hired, I was told that my job was to be groomed to eventually take over the book. But now, the senior partner wants me to g… more

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Has anyone had a client go from a regular "C" corporation to an LLC? I've heard it isn't as easy as if seems...and that they would be better to go to a subchapter "S".

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Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. U… more

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