I’m aware of a large practice for sale in Walnut Creek, CA ($300M in assets) 39% fee and one in CT closer to $140M in AUM. 97% fee. Both require a hybrid advisor willing to change BD firms. Let me know if interested and I can send details.

Any one here at HIMSS this week? Anything exciting to look out for?

Anyone heard of Stax, Inc.? Any insight to culture, wlb, pay etc?

Should I be happy with just receiving my 3rd promotion in less than 2.5 years to Senior Consultant? Company growing fast, tenured employees getting burnt out/leaving and room opened up to move up quickly. Change in leadership recently as well. Was offered 17.5% increase and this is my first job out of school. I don’t want to grow too fast, but this seems too good to be true…

I’ve practiced litigation in DC for about 5+ years at a larger plaintiffs’ firm, and am considering a switch to a defense firm. Is there any insight to how many billable hours this would require, and how much time that would actually be? For reference, the firm has a 1900 billable hour requirement and the partner said I would have “no problem” fulfilling that based on the work they have.

Getting life insurance so they drug tested me. Now they want me to fill out a form that basically asks me to certify if I’ve EVER done any of these drugs. What the? Who hasn’t EVER? What happens if I say never did? Idk my results from the drug test, maybe I smoked a bowl in the last few weeks, can’t say for sure. How does this work?

Does anyone’s dog look at them with puppy eyes when you leave for work so you tell them you have to go make money to afford their lifestyle? 🤣

Can anyone refer me to Google for a TAM role ?

I am serving notice period and wanted to join Google.

any avid readers? genres you enjoy & its corresponding book?

What’s a good experience gift for a 3 year old? She has gotten subscription boxes and tickets to museums in the past so anything that’s not that.

What is the infosys bangalore location?

Hi Guys, Which is better to join in terms of WLB & Learning and Brand? Only 5 days left pls help🙏 Crisil : 25 fixed (Pune)
( Merck KGA : 22 f+ 2.5 var (banglore)
YOE : 8, Data Analyst CRISIL Merck

What is the onboarding process in Accenture.?

Hello fishes, what are the key roles and responsibilities are carried out by a Senior Manager at Accenture Technology?

ACCENTURE is HIRING..!!!

Hello Fisher's,

Those who is looking for job change and have min 2.5 YOE and more then you can DM me for referral.

I am looking for a Functional consultant role in blockchain and metaverse. Please let me know if you can refer me to your organisation.thanks

Has anyone had their LCA location updated so they can work from a different remote work location than their home office city? Did your firm take care of the process for you?

Does anyone know a good immigration lawyer here in the Tristate area? The immigration need required is to help with the personal GC process. I have talked to one lawyer, and she quoted 4K + costs of applications (approx 1.5k). Do you think that’s fine/too much etc.?

I have no idea where to post this, but is a anyone else super weirded out by LinkedIn lately? All these pictures of people using their kids as props for parental leave, or how their kid has a disorder and how proud they are? I just came across a post that was a woman lying next to her mom who had *literally* just died. I feel a little cold hearted saying it, but it is so over the top on what is supposed to be a professional network. Am I just totally out of touch?

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

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?

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.

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

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

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

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?

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.

Anyone looking for a junior partner in Kansas City area?

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!

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

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.

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?

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!

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.

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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