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Hello, Fishbowl Community!
I am a Talent Sourcer/Recruiter on LinkedIn. If you are looking to expand your network (which is an absolutely fantastic idea), then I would love to connect with you!
It is important to remember that the larger your network the greater your visibility is. This is especially critical for Job Seekers, both active and passive. Not looking for a new role now? You might be soon!
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Wells Fargo merger news. What’s it mean?
Best non-fiction book you have read?
Is it me or did they just scrap the DOL law?
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If you’re looking to sunset, hit me up:)
You will get a higher multiple and favorable taxation in the independent channel.
The "Sunset" deal at WFC is insulting compared with teaming up w some one in the Indie RIA space. You could do a transition with an RIA over a few years and keep a shared revenue deal for decades. What state do you live in?
@WFop. I'm in Oklahoma as well. What part of Oklahoma are you located? I'd be interested in talking to you and learning more about your business. See where it goes from there. Jthill7@gmail.com
As an independent i can structure it however u want. Where are you located?
Where are you located I️ have a few ideas.
I am in Oklahoma.
I would be interested in speaking with you and purchasing your book
Succession Link
We use a stock purchase plan for taxation to help the seller and depreciation is back loaded for the buyer. Honestly, you are a little late. Most should start the process 5 years plus out. Not that it is going to hurt you that much today. It might be something you want to get in place as soon as possible. Also, selling out side will always make you more than a wire house buyout.
Check out the FP Transitions site for more info... not sure about the value add of Succession Link...
There is no added value by succession link, but you will get a ton of offers!
Sell it to me
Where are you located? If you are in our area....we would bring you in house and provide a smooth transition for you and your clients. We are in Central Florida. We are a large independent practice and have a number of other branches that would be interested also. Www.joinsfm.com
If you’re looking for a golden parachute and you’re concerned about leaving your clients in good hands with a reputable team, reach out to me. 239.228.8964. We are looking at several books to purchase right now, maybe yours is the right fit. Let’s discuss