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

Anyone looking to sell a book in Central Mass?

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.

Looking for small book in Minneapolis and surrounding areas.

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?

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?

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.

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

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!

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.

Thanks!looking for a book around Atlanta!

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

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

“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.

Selling structured book of autocalls

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?

I’m looking to buy partial/whole books of business, preferably all fee-based, in the 10mm-20mm AUM range in Ohio