I am looking to purchase a small RIA in the Tampa/St. Pete area. RIA only.

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Are you interested in a hybrid RIA?

RIA only

Yes I am

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I hear that to be made partner, senior managers are measured on their book of business. I'm curious what kind of numbers we are talking about?

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If I initiate seperation from IBM while in the last few days in an account (End date in two weeks), what is the notice period ? Will it be immediately effective or will I be on bench for 1 month or 3 months with salary ?

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Holiday office party coming up tomorrow and I still haven't bought a gift... ugh. Any suggestions? I never know what to bring.

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Got a job offer with a lower base salary but a guaranteed bonus structure that puts me ahead of my current pay at the end of each year. Has anyone moved to a position with a compensation structure like this? Was it hard to adjust when it came to your monthly finances?

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Can anyone please let me know what will be the take home/in hand salary for 20L Fixed per annum.

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Anyone have any luck juggling multiple software engineering roles at the same time? I’d like to horizontally scale my work by working many easier, more junior level jobs instead of one very senior, difficult SWE job.

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Additional Posts in Succession Planning: Buy/Sell Practice

Selling structured book of autocalls

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

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

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

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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?

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

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

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.

Anyone in Maine or New Hampshire?

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

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Anyone looking to sell a book in Central Mass?

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 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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Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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Looking to buy from retiring advisor in Indianapolis.

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