Looking to buy a book in Colorado if anyone knows of anyone

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Additional Posts in Succession Planning: Buy/Sell Practice

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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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.

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Let's grow this puppy. Deals Deals Deals!

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.

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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.

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

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Anyone in Maine or New Hampshire?

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Anyone looking to sell a book in Central Mass?

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.

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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