Looking to buy buy a practice in OKC or White Plains NY

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The kids are also advisors, or they just happen to live there?

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Those are two very different markets - whats up with that?

One adult child in OKC married to an air force guy. One adult child in White Plains struggling to make it work but with a significant other in big pharm. Neither are coming home to upstate NY but no reason we can't expand the family business where they are...

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Additional Posts in Succession Planning: Buy/Sell Practice

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

Selling structured book of autocalls

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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.

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

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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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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.

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

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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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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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Anyone in metro DC looking to transition out?

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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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Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

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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!

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

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funnyhelpful

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

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