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.

like
Posting as :
works at
You are currently posting as works at

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

like

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...

like

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

Related Posts

like

Lateraled into banking and I'm getting killed. My aso will mention to do stuff as he's walking out, says do this this and this and by the time I process what he said he's out the door then I miss something he's like I told you to do it. If I ask questions to clarify he gets annoyed, he says read what I wrote again, how is what I said confusing, etc. Dude I just want to be fed info my first few months until I reach a critical mass level of info to run shit on my own to some degree's

like

What are some good books that helped you with consulting? Looking for some good reads.

like

Have folks here gotten root canals done before? How much did it cost for root canal and the crown? I’m seeing $1100 range for the root canal and $1400 range for the crown, so $2.5k for one tooth!! Is this normal?

like

Remeber the time when "Things To Do in Chicago This Weekend" included something other than a bunch of links to remote this and online that, and were actually REAL things that people did IRL?

like

How do you deal with a senior member of the team that doesn’t value your input? I’d love to be more involved but I feel like I’m not given a chance to

like

Why aren't there any vegan options in the military besides a salad? I wish there was a way to improve this. I find myself having to settle on vegetarianism when serving.

like

Thoughts on a knit blazer for men?

like

Do you guys wear winter jackets over your suit coat? It feels super uncomfortable, even the nice Calven Clien type coats

I feel bad because I love my teams and they are the best mentors but this field is just not for me. Should I stick it through 4 projects I know the need me on for another busy season or leave.

like

Has anyone ever lost there phone number when trying to leave the PwC because they were on the company plan?

like

Looking to possibly boomerang back to public somewhere between senior and manager level in the Boston area, likely in the real estate industry. Either advisory or audit. Any interesting opportunities?

likehelpful

Hey all
I am looking for a female flatmate to share a 2bhk with me.
Gurgaon office
Flat is within 1 km from office.

In the works of growing my small business digital media company for 2022. Filed my LLC, completed my SAM .gov registration and working on state credentials.

How/where should I look for RFPs from prospective clients, and what is some of your valuable business knowledge you can pass to this entrepreneur?

like

Hlo guys,
Which are the certifications that can add great value to our CV as An IT employee ?

Accenture is in the full gear military recruitment season. I was hired on through the process a few years ago and it’s been great ever since. They have paths for officer and enlisted. DM if interested

likehelpful

Hi Guys,
Tom is my interview with IBM first round.
Tech : java, spring boot ,microservices.
Yoe: 2
What kind of questions to expect.
Any help will be appreciated.
Thanks

What will be in hand salary.???

Post Photo
like

Upto college, I always thought "9 to 5" was a standard work day. When did it become "9 to 6"?

likefunny

Dear all,

Please help me to fill the my accomplishments tab in ionboard hcl portal, its not enabled. Please suggest me.HCL Technologies

Post Photo
like

Additional Posts in Succession Planning: Buy/Sell Practice

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!

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.

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.

like

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

funnylike

Anyone looking to sell a book in Central Mass?

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

Anyone looking for a junior partner in Kansas City area?

like

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?

like

Anyone in metro DC looking to transition out?

like

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.

like

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?

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.

like

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

likehelpful

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!

like

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.

Looking to buy from retiring advisor in Indianapolis.

like

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

like

Looking for practices in Oklahoma and Arkansas to possibly purchase.

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal