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

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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.

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

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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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