Any bank reps have experience buying their book from the bank?

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Additional Posts in Succession Planning: Buy/Sell Practice

Think about this for a minute... why would you sell a book? Because you didn't want it anymore or it was beyond its useful life, kinda like an old car... it's old, rusty and needs more maintainence than it provides useful transportation, it's in the repair shop more often... everytime it goes in you find something else wrong with it? Plus, the prices the buyers are willing to pay are outrageous, by the time you get it paid off it's in the junk yard. No easy solution to building a sustainable business except hard, persistent work. Control Your Future, Go Indie RIA!

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Does anyone know a basic rule of thumb to value and agency not just a book?

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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Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

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What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

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I just invited a few peeps we will see if we can "come to a deal"

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Anyone looking for a junior partner in Kansas City area?

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Shot in the dark…Any independent/hybrid advisors seeking a female successor?

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Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

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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

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

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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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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?

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

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Welcome, all! Thanks for joining our amazing group for those advisors looking to cash in on their great book of business and those looking to take over their book.

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Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

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

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