Looking to purchase a small book ($50M ideally) from any channel. Virtual practice or Chicagoland based. 8 YOE as salaried lead advisor working with clients with NW of $1M-$100M. Planning first advisor with a menu of offerings that include retirement planning, equity comp analysis, business owner exit planning, forward looking tax projections. Masters in Finance, CFP candidate, series 7 & 65. $5M portable book of business, another $10M in the pipeline.

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Additional Posts in Succession Planning: Buy/Sell Practice

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?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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.

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

Anyone looking for a junior partner in Kansas City area?

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

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Anyone looking to sell (Military Veteran-Heavy) book?
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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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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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!

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

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

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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 in SE Louisiana looking to sell a book of business?

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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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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.

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Selling structured book of autocalls

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