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Anyone in metro DC looking to transition out?
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.
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Having a dedicated local leader that makes 20 out-bound calls/wk has led to success for us.
Be careful with some of the online matchmakers... some of these are basically recruiting firms looking to find good leads so they can cherry pick and place the best ones.
FP Transitions in Portland, OR. Is legit...
Succession Resource Group has a Buyer Program designed to help you find the best practice for sale with actual sellers who have been vetted. Watch a video from one of our buyers here: www.successionresource.com/listings
I've only looked at Succession Link but there are still so many more buyers than sellers.