Succession Planning: Buy/Sell Practice
Looking to work into or purchase a book, series 7, 66, 24 and all insurance licenses. Location is not a concern.
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.
25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!
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 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
Are you with IFG and/or willing to move for the right opportunity? Check out one of our practices available for sale: https://www.successionresource.com/ca-1916/
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.
I am interested in acquiring practices at TD, Interactive Brokers, or LPL. Louisiana, Texas, Mississippi would be ideal, but I have a footprint in several other states. Message me at email@example.com
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.