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

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Additional Posts in Succession Planning: Buy/Sell Practice

Any bank reps have experience buying their book from the bank?

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

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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 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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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.

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

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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Looking to buy from retiring advisor in Indianapolis.

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

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

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?

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?

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 in metro DC looking to transition out?

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

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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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