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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Posting as :
works at
You are currently posting as works at

Excuse my ignorance, but what is Indie RIA?

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Are you recruiting?

We are Platform Sevice Providers supporting advisors compliance and technology needs. I'm a business development officer, among other duties for APA with 30+ years hands on experience. Never a manager, never a recruiter. Hope that helps.

If you are looking please go to our website and let us know if you have any questions

You can go to our website under the RIAs Rule tab and read "The RIA Space Defined" will tell you all you need to know...

Acuisitions are a great tool to supplement an existing book if you know how to value them properly

True, but.... too much uninformed.money chasing low quality assets.

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Additional Posts in Succession Planning: Buy/Sell Practice

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

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

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

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

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