Anyone looking to sell a book in Central Mass?

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Recently relocated from NYC to Tampa. Going back to square one with familiarity with judges/courts. In NY, we used “the robing room” to share reviews & cautions about judges. Anything similar here?

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How much time does it take Kyndryl to release offer??

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Welcome everyone! Let’s get to know each other 😊 what city do you practice in? And what’s your favorite thing about estate planning?

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Can anyone please refer me to Roland Berger ? Solved 50+ cases and been on MBB final rounds

Fri-yay Wordle

Wordle 251 3/6

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Fishes,
Suggest me laptop for freelance and learning purposes in the range of 60k-70k..

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Additional Posts in Succession Planning: Buy/Sell Practice

Selling structured book of autocalls

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Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

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

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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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Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Looking to buy from retiring advisor in Indianapolis.

Looking to buy a book in Colorado if anyone knows of anyone

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?

Anyone in metro DC looking to transition out?

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

Anyone looking for a junior partner in Kansas City area?

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25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

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Anyone in Maine or New Hampshire?

I’m looking to buy a practice in the Wilmington or Jacksonville area of North Carolina. In the business 17 years with clients in MA, NY and NC. Also interested in succession planning for any advisor in eastern NC looking to retire in the next 5 or 10 years

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

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