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

"Busy season hours are long but it's only for a few months in the winter," he remembered the recruiters saying as he sat there working on a Saturday

Any Canadian company that has a good in-house agency?

Hi folks,
Can anyone help for How's us bank account in synechron??

Has anyone made the move from Law Clerk/Paralegal at their firm? If so how was the process? How long did it take? Were you welcomed by the attorney's who you once assisted?

Does it make sense to take a pay cut if given a chance to join the corp dev team of a growing company? Currently a manager in Fdd

How long does it take you to get your L1 after the 12 months? Is it a long processing time wait?

My firm has applied for my L1A visa. If that gets denied, my plan is to travel to Canada and re enter US immediately on B1/B2 visa (already have valid B1/B2 stamp) so that I'll get time to figure out things here in the US (sell my stuff, handle my bank accts etc). Is it possible for me to reenter US on tourist visa?

Anyone else find the Fed a bit off their rocker?

Location thread? Seattle area here.

Hello everyone!
Is anyone willing to connect on opennings for associates, preferably on strategy work in your offices?
Also if there is anyone working on ACN strategy & consulting, I found an openning a couple of days ago and would love to have a chat and hear more about your experience and type of projects.
TIA!

My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

I have a question. I work as an assistant manager been a manager for a while worked for the company for 6 years. I know crew gets paid a dollar less than me yet a do a lot ( its part of my job ) I asked for a raise I was told wait 3 months. Waited I asked again was told I needed to do this this and that. I feel like I'm under paid, but I love my job and crew.

How is the hike and bonus guys

I have offer from KPMG India and PWC AC Banglore. Package is almost the same. PWC AC has Canada shift with permanent wfh and KPMG India has hybrid work model in pune location. Please suggest which one is better in terms of growth , wlb , culture etc

What does Hinshaw start at in its Florida offices? Or any info on its reputation generally?

Waiting for AIP and hike??

Hey hey, anyone know if Leo or others are hiring freelancers right now?

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

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.

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

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!

Anyone looking for a junior partner in Kansas City area?

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

Selling structured book of autocalls

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?

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

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?

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

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

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