Succession Planning: Buy/Sell Practice

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For those advisors interested in buying and selling advisory practices.

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.

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Thanks!looking for a book around Atlanta!

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Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

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Any ideas on the variables of pricing a book? Seems to be all over the place. Just looking for something fair to both parties.

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“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.

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Selling structured book of autocalls

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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?

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I’m looking to buy partial/whole books of business, preferably all fee-based, in the 10mm-20mm AUM range in Ohio

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In regards to a retention clause in a buyout, is there usually a maximum loss percentage? Example - I am acquiring a firm...

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Looking to but the western New York area

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Anyone looking to sell (Military Veteran-Heavy) book? Ideal Individuals for me and extremely rewarding. #SemperFidelis

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Anyone in Louisiana looking for a partner? Looking for someone that’s interested in Fee-only, CFP(coming soon), passionate and vocal about fiduciary standard

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How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

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We are co-sponsoring this event. Let me know if you are interested in attending.

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Ability to purchase two additional books over the next nine months and we typical compensate five to six times earnings

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Looking for growing advisors that are looking for support on client acquisition.

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Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

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How does one actually finance the purchase of a book of business? I’m assuming you put a cash down payment...how much? Does a bank finance the rest, or your BD?

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