Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Carlisle PA. (Central PA) Please let me know if you are interested in talking about your succession plan. Thanks!!

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Additional Posts in Succession Planning: Buy/Sell Practice

Any RIAs in upstate NY looking to sell? We custody with Schwab and have been in business for 30 years.

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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.

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

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

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We are an independent firm looking to purchase books in Upstate NY and Southern OH.

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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.

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Looking for a book of business in Indiana. 765-247-2423 text or call. If there is any interest

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Looking to buy a book in the nyc / Long Island area

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