Let’s hear from the sellers. Find the oldest person you know here and invite them!

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Additional Posts in Succession Planning: Buy/Sell Practice

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

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Anyone looking to sell a book in Central Mass?

Selling structured book of autocalls

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

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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.

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

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!

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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.

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Anyone looking for a junior partner in Kansas City area?

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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.

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