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.
Succession Planning: Buy/Sell Practice
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
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
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
Ability to purchase two additional books over the next nine months and we typical compensate five to six times earnings
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.
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?
Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast. Call 678994-6448 ask for James
Are there Independents and Wirehouse / solo practitioners / teams in the U.S. or in the NY Metro area seeking a Manhattan office presence? If so, reach me.
Although I advise in numerous states, id looking for a merge or buy opportunity in the Midwest (I'm Ohio). Currently hybrid but very close to the decision to go all RIA. Would love to video chat.
Looking to buy full/partial books or clients or to team up with an advisor looking to ride into the sunset. Offices in Dallas, TX and Baton Rouge, LA with clients all over the southeast. Let me know!