Looking to reach out to retiring advisors to see if they have succession plans in place. Is there a list out there that has advisor contact info?

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Most are going to die at the desk!

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There’s a bunch of websites that do this like succession link. Also for a more hands on approach there are list brokers that sell just advisor contact info and you could could call ones in your area. Prices are high now though, and honestly best way is to network thru advisor and planner groups.

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Couldn’t agree more with the above comment - networking is #1. It takes time, but when the average advisor is 55+ years old now, sellers are out there. Most that talk with us at Succession Resource Group think that “succession” means selling and retiring, and getting paid out of their cash flow. Not compelling. Today that couldn’t be further from reality, so your job as a buyer has to be enlightening them about the alternative - sell, get cash today for the value, and then let them work part time for a salary and % of new biz. MUCH more compelling.

You can also see practices that are for sale currently on our website, and there isn’t a membership fee to look at listings, FYI

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Additional Posts in Succession Planning: Buy/Sell Practice

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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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Anyone in metro DC looking to transition out?

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Hello, I am looking to buy a book of business in the Nashville, TN area. If anyone knows of someone selling, I would appreciate you passing this along.

“Today is a good day to sell.” - Klingon Financial Advisor Proverb.

Anyone selling a book/practice? We have a large national footprint. Also interested in those that want to merge in and sell later.

Anyone in Maine or New Hampshire?

Let's grow this puppy. Deals Deals Deals!

Are there Independents and Wirehouse / solo practitioners / teams in the U.S. or in the NY Metro area seeking a Manhattan office presence? If so, reach me.

Great team in Minneapolis happy to discuss transitions, purchases or sales in the upper Midwest. Cetera hybrid and independent R IA options. Call 612-436-3770.

Looking to purchase book in Western MA. Looking for approx $10mm in assets.

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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.

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

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

Thanks

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

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?

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

Any sellers out there? Where do we find the old dudes?!

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Anyone looking to sell a book in Central Mass?

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