Looking to buy in IA or MN - also interested in FIA books.

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Additional Posts in Succession Planning: Buy/Sell Practice

Selling structured book of autocalls

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Anyone in Maine or New Hampshire?

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

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

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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.

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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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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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.
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