I own an accounting firm in addition to my investment practice. I would like to partner with other advisors to establish boutique offices in the southeast region. Each office is for Tax and Investment

My current title has shifted between Junior Art Producer, Art Producer, and Art Buyer pretty arbitrarily. Since I’m the only “producer” at my agency I handle projects ranging from photo to video to...

Can we get a comp discussion going here 💰💰

What is the average salary for an account manager in employee benefits at brokers firm? And what about a senior account manager salary? I have 7 years of experience in the health insurance industry. I want to see if I’m on track or if it would be out of line to ask for a raise.

Who has most influence in hiring decision? What order would you put from most to least influence in decision. Hiring manager, team, hiring manager’s boss.

WEEKLY DEAL THREAD: POST LINKS TO SHOPPING DEALS HERE - March 23

In 2023 I'm wanting to help make my management more effective. So, I'm looking for a book or a couple of books to gift my team this holiday season. I would like books that focus on communication and taking ownership. Any recommendations?

Anyone who exited to Product willing to chat? In a bind and need some sage advice

Any experience working as a corporate paralegal with Cooley, LLP?

I am preparing for my first trial! Very nervous but excited. All tips and suggestions welcomed please!

Can you dice/chop onions and not tear up? If so, how many till you tear up?

Hey BCW 🐡🐠🐟!

Just joined from Edelman, looking forward to meeting and chatting and working with you.

European/German here, where are you located?

Hello fishes,
Does anybody know how much it takes to receive Revised Offer letter from Mindtree ?
I had a discussion with the recruiter on 6th May and he agreed to send the revised offer letter, but I am still awaiting it. The recruiter is not receiving my calls, not replying to my sms and emails as well.
Not sure what to do in this scenario.

Trying to avoid paying an accountant, can I actually write off home office space/mileage if I was just permalancing for 3 months last year? Shouldn’t the 7 months of W2 take care of this 1099 shit?

Could use some help designing a commission scheme, what would you sharks do in my situation??? I’d like to do some sort of group scheme, not an individual contributor scheme.

Situation:
just replaced a 35yr lifer and now boss tells me to create a business plan and comp scheme. Now there’s me and my trainee who’s rather green. It would be my responsibility to train him up. With 2 effective sales people last year we did ~7M @ 50% margin avg contract value of $25k (record setting year).

Anyone use charts for contract review? If so, what headings do you put in the first row?

Anyone looking for a junior partner in Kansas City area?

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

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.

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

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.

Anyone in metro DC looking to transition 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!

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?

Anyone in Maine or New Hampshire?

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

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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?

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

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

How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

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

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!

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?