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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Having a dedicated local leader that makes 20 out-bound calls/wk has led to success for us.

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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...

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I've only looked at Succession Link but there are still so many more buyers than sellers.

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I find it so hard to connect with patients with things like chronic pain or fatigue. Disease just feels so obscure and multifactorial to me

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Any Oracle ERP folks with advice and where to take your career after consulting? Optimal exits?

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Can anyone tell what could be the expected range of package for a lead devops engineer - yoe 12

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What’s a typical salary for a Director of Operations in the NYC area?

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For someone earning 11 LPA fixed in India, is 50K Euros in Germany a good package?

Numbeo says it will be equivalent to my current salary, however tax deduction will be higher. Thoughts?

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Need advice on a specific question!
Interviewed with Chicago court 2 weeks ago; they decide mid-August. Interviewed with DC judge last week; hear from him by this Friday. Chicago said if I need an answer before August, they'd try to make a decision about me sooner.
Should I ask Chicago for an answer? Or should I wait until there's an offer from DC judge? Maybe seems better to withdraw before an offer is made rather than ask for time to think about it/turn down DC? What's proper etiquette?

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Hell yes for this page. What’s the play on NAKD!? I have a position in shares (not much but don’t have a lot to invest atm). Hold the line? How long? Obviously not as big gains as GME.

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So for any of you panicky paper-hands who need to get talked down from selling.

This is what playing dirty looks like - welcome to the real Wall Street. They want to send a message to scare off enough people by mimicking a crash through intentional sales that trigger freezes. This is the endgame, because they know that if retailers don't blink they have to take the bath of all baths tomorrow.

Log out, get some fresh air, come back later. Lots of good DD on wsb and discord. HOLD is FUN!

likeupliftingsmarthelpful

When the shorts come a knocking, what do we do...?!?!?

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Buying the doge dip?

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So what do you think of Scoped Storage ?

UK - thinking of a buy to let in either Birmingham, Liverpool, Manchester - any recommendations on either /areas where you can get something under £140k.

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What stocks are you guy guys buying right now in this market?

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Hi fishes,
Currently I am invested in two mutual funds:
UTI nifty index
Parag parikh flexi

Which other MFs are worth investing?

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Favourite Super Bowl spot?

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Does anyone know the salary range for executive director roles in the payments business?

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The W at Osaka, Japan actually serves takoyaki at their breakfast buffet, that is all.

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likehelpful

Is anyone aware of a tax software (e.g., TurboTax) for preparing a form 706? For personal use, so cannot be a commercial license only product.

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I have an interview tomorrow at a mid sized firm. What are some questions you wish you asked your current firm? I’m moving from another firm that I thought would be a good fit but turned out to be shitty so I want to scope out red flags early if possible.

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How is ProcDna firm in terms of wlb and monetary benefits?

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Additional Posts in Succession Planning: Buy/Sell Practice

Looking to buy a book in Colorado if anyone knows of anyone

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

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

Anyone in Maine or New Hampshire?

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

funnylike

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

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

likehelpful

Anyone in metro DC looking to transition out?

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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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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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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.

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

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

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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.

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 looking to sell a book in Central Mass?

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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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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