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For those advisors interested in buying and selling advisory practices.
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Looking to buy from retiring advisor in state of Maryland

like

Looking to buy from retiring advisor in Indianapolis.

like

18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

like

Salary plus commissions opening in Landrum, SC and Hendersonville, NC. Great opportunity for someone to build a book of business with a growing Hybrid Company that handles both Investments and Tax.

like

I own an accounting firm in addition to my investment practice. I would like to partner with other advisors to establish boutique offices in the southeast region. Each office is for Tax and Investment

like

Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

CFP B/D soon going Indy RIA Hybrid - looking to acquire books of business in North Metro GA, Or throughout the southeast specifically GA, FL, SC, NC, TN, or AL, or TX. Contact me (678)994-6448
James

How much risk is there really in acquiring practices? If done two small acquisitions. Now I have an opportunity for a business that would almost double my size. Nervous about a $1mil+ purchase price.

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

like

What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

like

Looking to acquire a practice in the West Palm Beach area or Northern Virginia. Message me if interested. We would also consider a merger into our firm as well.

like

Looking for a book in the Southeastern Ohio or Southwestern West Virginia area...happy to visit with anyone to discuss what they have available.
Thanks!

Does anyone use Success Link?
I have seen some interesting listings and am assuming I need to be a paying member to respond. Worth it?

Looking to buy book from an indie TD Ameritrade Institutional advisor in Florida.

likeupliftingsmart

We are an independent firm looking to purchase books in Upstate NY and Southern OH.

I have done 2 small acquisitions, paid them both off very quickly. I am now doing a larger one. What is recommended amount of time to pay off financing?

likehelpful

Looking to buy a book of business of $250MM + can work with advisors nationally but looking to have lots of conversations to find the right fits.

9174036284

like

Looking for a book of business in Indiana. 765-247-2423 text or call. If there is any interest

Thanks

like

Great team in Minneapolis happy to discuss transitions, purchases or sales in the upper Midwest. Cetera hybrid and independent R IA options. Call 612-436-3770.

Looking to purchase book in Western MA. Looking for approx $10mm in assets.

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Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

like

Looking to buy a practice or bring in a partner in Memphis TN. 8 years of experience, mainly fee -based business.

Looking to buy buy a practice in OKC or White Plains NY

like

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuid… more

like

Think about this for a minute... why would you sell a book? Because you didn't want it anymore or it was beyond its useful life, kinda like an old car... it's old, rusty and needs more maintai… more

like

Any bank reps have experience buying their book from the bank?

funnyhelpful

I’m looking to buy a practice in the Wilmington or Jacksonville area of North Carolina. In the business 17 years with clients in MA, NY and NC. Also interested in succession planning for any advisor i… more

Buying someone else's book could be very problematic without the right guardrails in place.

like

That's because everyone here IS buying and nobody is selling.

like

I feel like everyone on here is buying a book but no one is selling.

like

Hello, I am looking to buy a book of business in the Nashville, TN area. If anyone knows of someone selling, I would appreciate you passing this along.

I am an experienced, trustworthy, CFP®, actively looking to purchase a small to mid-size practice in the Chicagoland area. I am with LPL and part of a Hybrid RIA. I’m open to different acquisition opt… more

likehelpful

Any RIAs in upstate NY looking to sell? We custody with Schwab and have been in business for 30 years.

like

Interested in purchasing a small ($7-15M) fee-only book (no dual registered), preferably custodied at Schwab in Chicago suburbs. Know any part-timers looking to get out of the business, or an existin… more

I would love to talk to someone who wants a Sell or a succession plan or merger to a partnership program in Hilton Head, SC or Destin, FL

like

Anyone have any success buying little p&c agents book?

We are looking to acquire an RIA business that is 100% fee-based. We clear/custody at Schwab, two-person team with 14 and 25 years of experience and we mostly use stocks, ETFs, occasionally a Mutual F… more

like

For those out there that have acquired another advisors book, did your spouse have to sign a personal guarantee? I’m working with FP Transitions and they claim this is a standard document in a purchas… more

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