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

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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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?

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

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Looking to buy from retiring advisor in Indianapolis.

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

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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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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.

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.

Anyone looking for a junior partner in Kansas City area?

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Anyone in Maine or New Hampshire?

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

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Looking to buy a book in Virginia. Let me know if any opportunities please.

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?

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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?

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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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 a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

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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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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