We are a firm headquartered in NEPA looking to expand our OSJ branch to other area of the USA. We also have our own RIA. Visit www.1stfinl.us for more information

Is it true that UAE public entities are the best among ME public sector clients? If yes, why?

Anyone know whether making a motion to lower the appeal bond stays posting of the bond? And whether u have to make the motion sooner than the 30 days before the notice of appeal is due? In fed ct.

Anyone heard anything about Dept Agency on Causeway? Specifically what it’s like for agencies that have been acquired by / roll up to them

Anyone joining Ethel’s club?

Is relocating to Pune mandatory? Do they allow to work from Mumbai office?

Any single girl staying in Kolkata?

Hi Fishes,

I'm looking for a Salesforce Developer opportunity

Any referral would be a great help to me.

YoE: 3+ years
Skill: Apex, Salesforce CRM, Configuration, Customisation and Integration
Preferred location: Hyderabad

Workday as a LMS? I’m skeptical but my firm pushing in the “one stop shop” direction with an HRIS.

PwC Ac Kolkata - Tax office timings ?

Hi everyone! New to the group. Looking forward to connecting with all of you

How do you identify potentials in people?

Should we get a barista instead of candy and soda ?

Is the saying “man of the house” sexist?

Anyone from RBS, tech stack Java API?

Any leads for a room/1 RK near ZS gurgaon office, have my joining from 5th so need to shift ASAP.
Please help.
TIA

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?

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?

Anyone looking to sell a book in Central Mass?

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

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

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

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.

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.

Anyone looking for a junior partner in Kansas City area?

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

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.

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.

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

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!

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

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

Anyone in metro DC looking to transition out?

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