Looking to buy a financial planning practice in/around St. Louis, MO

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Solana 😭😭😭

I don't own any and it hurts.

Curious in seeing what people's avg cost basis is in this, when you purchased, and why?

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I’m a top producing salesperson at a mattress company generating about 400k GM a year. Total compensation is around 75K a year. I was curious if this is in line with the industry?

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Additional Posts in Succession Planning: Buy/Sell Practice

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

Selling structured book of autocalls

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Anyone in metro DC looking to transition out?

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

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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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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.

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

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

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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.

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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What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

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.

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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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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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