Succession Planning: Buy/Sell Practice
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.
“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.
Looking to buy RIA book in Los Angeles, preferably custodied at TD Ameritrade or Fidelity. Looking in the $10-30 million range, whole or partial books. Email me at firstname.lastname@example.org.
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
In regards to a retention clause in a buyout, is there usually a maximum loss percentage? Example - I am acquiring a firm...
Anyone looking to sell (Military Veteran-Heavy) book? Ideal Individuals for me and extremely rewarding. #SemperFidelis