Looking to buy a book (roughly $10m-$30m) to add to my current book, in the northern Illinois or southern Wisconsin area. Currently a hybrid structure. Open to discussions. Thanks!

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I think everyone will agree with this that in last 1-2 years we have seen a tremendous change in Indian IT industry and tremendous growth in Salaries and negotiations. Can someone explain me the factors that are triggering it even when the world markets are in huge correction phase and we are also seeing layoffs and revoked offers.

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Hi All,

This is Prasanna Kumar from India. I hope you are doing well :)
Myself and my wife are working in Infosys. She has got a project in Canada. She has raised a dependent Visa for me also in Canada.
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My strategy for Bitcoin:

Buy low
Get worried and sell lower
Get FOMO and buy even lower
Panic and sell at its lowest
Cry myself to sleep
Repeat

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Friday Wordle 314 2/6

🟨🟨🟩🟨⬛
🟩🟩🟩🟩🟩

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Hi, I am looking for job change and I have 2.4 years of experience and now currently working under finance and accounting team.

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Additional Posts in Succession Planning: Buy/Sell Practice

Think about this for a minute... why would you sell a book? Because you didn't want it anymore or it was beyond its useful life, kinda like an old car... it's old, rusty and needs more maintainence than it provides useful transportation, it's in the repair shop more often... everytime it goes in you find something else wrong with it? Plus, the prices the buyers are willing to pay are outrageous, by the time you get it paid off it's in the junk yard. No easy solution to building a sustainable business except hard, persistent work. Control Your Future, Go Indie RIA!

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

funnyhelpful

Shot in the dark…Any independent/hybrid advisors seeking a female successor?

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Looking to buy from retiring advisor in Indianapolis.

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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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 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.

Anyone looking for a junior partner in Kansas City area?

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

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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?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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!

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?

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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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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 acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

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18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

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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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