Shot in the dark…Any independent/hybrid advisors seeking a female successor?

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Absolutely! What state are you located in?

Would consider traveling on east coast /mid west if opportunity presents.

How long have you been in the business and what where are you at in your business?

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I have cleared all the interview rounds and HR discussion on salary. But it's been more than 2 weeks now, they are ghosting around.

CCTC : 21
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YoE: 6

I anyways got an offer from HPE today. What do you guys think? Is HPE better than GlobalLogic?

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So what percentage of your income do you spend on housing?

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Why KPMG does not mention variable portion in Offer Letter unlike Deloitte, EY & PwC ? How do we came to know our variables ? Please suggest.

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Am flying business class but a travel companion is flying in economy class. Is it possible for them to check-in at the business class counter with me so we don't have to wait in the longer queue?

What's the timelimit for accepting the offer letter from EY GDS?

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I am selected in Barclays pune as a windows server specialist level 2 role and in VMware Bangalore as a tse level 2
At VMware it will be a Cloud management business unit
Barclays paying more but it's on prem
VMware will give an opportunity on its cloud that is vrealize automation operation log insights and analytics..
Any thoughts and suggestions for taking the right descision are most welcome.
I understand that both companies are really good...

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How many hours would you work when you have your 2 weeks in? Would you work weekends?

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Anyone work at ProAssurance/MedMarc? Have potential to move for 25% higher salary and fully remote work, but wondering if there’s advancement opportunity and how the culture is. Thanks!

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Does anyone work at Airgas or have experience with this company (not available on Fishbowl)?

SO and I got in to a disagreement on the background of Indian tech CEOs. It appears that they are all from 1 or 2 major communities in India.

While he thinks that its genetics/being naturally gifted that got them to where they are I believe it's the environment & discipline that made them successful. We are not from said communities but curious to hear your thoughts on who is more accurate.

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Additional Posts in Succession Planning: Buy/Sell Practice

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

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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!

Think about this for a minute... why would you sell a book? Because you didn't want it anymore or it was beyond its useful life, kinda like an old car... it's old, rusty and needs more maintainence than it provides useful transportation, it's in the repair shop more often... everytime it goes in you find something else wrong with it? Plus, the prices the buyers are willing to pay are outrageous, by the time you get it paid off it's in the junk yard. No easy solution to building a sustainable business except hard, persistent work. Control Your Future, Go Indie RIA!

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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?

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

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Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

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

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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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Looking to buy from retiring advisor in Indianapolis.

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

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Any bank reps have experience buying their book from the bank?

funnyhelpful
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Looking to buy a book in Virginia. Let me know if any opportunities please.

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.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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?

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.

Anyone in metro DC looking to transition out?

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