Looking for advice on building an additional office in Northern Palm Beach County Florida. I enjoy organic growth, but looking to scale quickly in the new location. I’m open to aligning with partners, but intend to brand and business build.

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Sounds like you need to buy a practice.

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I agree. It seems as though organic, boots on the ground introductions to prospect practices is in order. Getting ready to start next month.

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Additional Posts in Succession Planning: Buy/Sell Practice

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

Anyone in Maine or New Hampshire?

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!

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

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

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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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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 Colorado if anyone knows of anyone

I’m looking to buy a practice in the Wilmington or Jacksonville area of North Carolina. In the business 17 years with clients in MA, NY and NC. Also interested in succession planning for any advisor in eastern NC looking to retire in the next 5 or 10 years

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.

funnylike
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Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

funnyhelpful

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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Looking to buy from retiring advisor in Indianapolis.

Anyone looking to sell a book in Central Mass?

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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