I'm looking to buy a Spokane, WA area practice.

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Ratings on three projects - 3,2,2. Utilization - 90%... Proposal hours - 15... Firm activities - 43 hrs... I then get a YE rating of 4 😕 ... How worried I should be regarding the layoffs???

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3 Day PTO starts now...my buddy's bachelor party. Forget you, utilization.

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When they say utilization doesn't count for the month of May/June what exactly does that entail? I'm assuming being on the bench for those months will still show on personal utilization reports...

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If you’re not into drinking/partying, what are some ideas that 2 people can do in NYC on New Year’s Eve? (Except the ball drop). Brand new to the city, appreciate the suggestions. TIA

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This is dumb, but. How can I pull and average the numbers in column b associated with the 4 values in column a? So, (sum of all As/total number of As) without filtering?

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Hi team,

I left wipro and joined new company a month before. In new company's form 11 ita asking whether you have been part of epf and eps in last organization?
Epf i am sure i need to give yes. But what do i need to give for Eps? I am aware that wipro contributed 8.33% of pf to eps. Can i transfer that too?

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What do u prefer

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helpfullike

Hi! how is PwC India’s Management Consulting- Finance Transformation aka Finance Effectiveness practice? In terms of career growth, WLB, leadership team? Thanks! PwC PwC India Deloitte USI Deloitte India

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Hi All,

I am looking out for an opportunity as a Software Developer, preferably remote working, I have 9.5 years of experience in Java backend development. Please refer me if you are aware of any such opportunity.

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Hello fishes
Need 11 likes to enable DM
Please help🙏
Thanks in advance 😊

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Kindly help with 11 likes to support DM!!

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Is ETH still a good investment?

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Hi Team,
I am joining Deloitte soon, before putting down my notice with my current employer the background investigation team informed me that except the current employer all elements are completed and finalized. Is it ok to put down the notice now or will there be any additional investigation that needs to be completed.

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Preference and viewpoints on B2B vs B2C ?

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Need to make a decision..please help!
My current location kolkata.

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Shall I disclose reason for leaving a firm during my initial call with a recruiter from said firm, if I was laid off? Are they privy to that information. Ironically being recruited by that same firm

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Can anyone shed some light on Deloitte’s ServiceNow practice? Wondering about WLB and pay as somebody with 2 YOE. Thanks :)

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Anyone have tips on writing a cover letter without referring to anything in the resume?

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Additional Posts in Succession Planning: Buy/Sell Practice

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

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

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Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

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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.

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

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

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

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 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.

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

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

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Anyone looking for a junior partner in Kansas City area?

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Selling structured book of autocalls

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25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

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 Colorado if anyone knows of anyone

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!

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.

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