Anything for sale anywhere in the continental US let me know.

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Is there a type or size of practice you are currently looking for?

10-40 Million AUM

Looking for 20-40 million. Would consider midwest or Florida

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Posted this in another bowl and wanted your insights.

Is it easier to move from management consulting to deals or vice versa?

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These bad boys finally came in 🙂

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Especially for companies doing heavy hiring!

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Do we need only HDFC or ICICI salary account in Barclays India or any bank account is fine? I have HSBC bank account but I heard that Barclays has tie up with HDFC and ICICI, hence confused

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

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All 5 words in order?

Not great. Not terrible.

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Anyone ever worked with Pulse Point? Honest thoughts?

Hi ! Anyone is Orlando this week? 🙋🏻‍♀️ here .

For a Mid-senior level associate lateraling out of a big market to a small-medium market, what is the best way to ask and receive info on partner compensation to compare long-term opportunities?

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Looking for vegetarian friendly restaurants recommendations in or around downtown. Planning for a graduation dinner.

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Halloween parties in LA? Bars having events, etc

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Hello guys,
I am looking for opportunities in Risk Management, Risk Reporting, Model Development, Model Validation. Do ket me know if there are any vacancies in your companies.

Additional Posts in Succession Planning: Buy/Sell Practice

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

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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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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?

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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Anyone in metro DC looking to transition out?

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

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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I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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

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

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18 year vet, looking to merge and buy from retiring advisor in south denver area

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

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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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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?

Anyone looking for a junior partner in Kansas City area?

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

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

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

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