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…
Succession Planning: Buy/Sell Practice
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.
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%…
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?
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: more