Looking to expand in Pittsburgh, PA and Bozeman, MT.

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I have the following 2 offers..

Cognizant- 21L fixed and 1.5L variable
PWC - 22L fixed

This is for a guidewire role.
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Also, PWC claims to offer variable based on their fixed CTC based on the ratings.. is this true ? How much is the avg percentage given?

Thanks in advance!

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Additional Posts in Succession Planning: Buy/Sell Practice

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Anyone in Maine or New Hampshire?

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

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

Anyone in SE Louisiana looking to sell a book of business?

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

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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?

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.

Selling structured book of autocalls

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

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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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Call 678994-6448 ask for James

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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.

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Ideal Individuals for me and extremely rewarding. #SemperFidelis

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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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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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