Looking to acquire book in Central & East coast Florida area

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Additional Posts in Succession Planning: Buy/Sell Practice

Looking for a book of business in Indiana. 765-247-2423 text or call. If there is any interest

Thanks

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We are an independent firm looking to purchase books in Upstate NY and Southern OH.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Any RIAs in upstate NY looking to sell? We custody with Schwab and have been in business for 30 years.

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Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

Anyone looking to sell a book in Central Mass?

Anyone in metro DC looking to transition out?

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Hello, I am looking to buy a book of business in the Nashville, TN area. If anyone knows of someone selling, I would appreciate you passing this along.

Anyone in Maine or New Hampshire?

Looking to purchase book in Western MA. Looking for approx $10mm in assets.

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Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

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Any sellers out there? Where do we find the old dudes?!

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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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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?

Great team in Minneapolis happy to discuss transitions, purchases or sales in the upper Midwest. Cetera hybrid and independent R IA options. Call 612-436-3770.

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

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Looking to buy a book in the nyc / Long Island area

Are there Independents and Wirehouse / solo practitioners / teams in the U.S. or in the NY Metro area seeking a Manhattan office presence? If so, reach me.

Looking to buy in Utah (SLC) anyone interested in a convo?

In regards to a retention clause in a buyout, is there usually a maximum loss percentage?

Example - I am acquiring a firm...

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