Looking to buy a practice in Clearwater/St. Petersburg,Florida region. We currently manage $250 million in AUM and looking to acquire a practice as a succession plan for advisor in that region.

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Additional Posts in Succession Planning: Buy/Sell Practice

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.

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 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.

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

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

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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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Anyone looking to sell a book in Central Mass?

Anyone in metro DC looking to transition out?

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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?

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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Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

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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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Looking to buy from retiring advisor in Indianapolis.

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

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

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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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?

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