Anyone seeking a JR partner for their succession planning. Ft Lauderdale , Boca Raton, Palm Beach?

I'm currently in a Financial Planning role and have 10MM of my own AUM

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I too am looking for a partner that is looking to transition/retire . I manage a little over 200mm and looking to grow .

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I would recommend getting involved in your local chapters of FPA and CFP to network.

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I know someone in Boca looking for someone. Def helps having some AUM to bring w you. You can find me on LinkedIn if you want a connection.

We have an opportunity to join as a junior and then purchase the practice. Please contact me if you have any interest.

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Additional Posts in Succession Planning: Buy/Sell Practice

Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.

Anyone in metro DC looking to transition out?

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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.

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looking for guidance on purchasing books of business. Succession Link has proved fruitless. Are their introducing brokers/consultants that can guide us? We are looking for any size book, in the Midwest.

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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.

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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.

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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.

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