Succession Planning: Buy/Sell Practice

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For those advisors interested in buying and selling advisory practices.

2 independent RIA’s wanting to explore a possible merger. Looking for a consultant, coach or advisor who can walk us through how to evaluate, considerations, steps to take, red flags, etc. Anyone wil… more

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Anyone in SE Louisiana looking to sell a book of business?

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Anyone in N Atlanta looking for a partner so you can eventually transition to Pre Retirement and Retirement? I am 25 years in business, CFP and 90pct fee based and looking to add the right fit.

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Spokane, WA new hire comp: They pass test (I reimburse) then pay starts. Year 1: $40K & 10% comm. Year 2: $30K & 20% comm. Year 3: $20K & 30% comm. Year 4: $10K & 40% comm. Year 5: 50%… more

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Is anyone considering merging given the current environment? My practice was in the process of interviewing new hybrid independent broker dealers and hear some are no longer recruiting. Thoughts?

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I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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Anyone in metro DC looking to transition out?

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Looking to work into or purchase a book, series 7, 66, 24 and all insurance licenses. Location is not a concern.

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Anyone in North East Ohio looking to phase out?

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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.

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25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

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

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Anyone looking to sell a book in Central Mass?

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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.

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Looking for small book in Minneapolis and surrounding areas.

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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?

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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?

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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.

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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

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