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Orlando based? Interested - thanks for posting

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Yes. We are located in Orlando. In Baldwin Park area. What firm are you with now?

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For independent advisors, when you sell you should be getting 2.5-3.0x recurring GDC, 100% at close, and all long-term capital gains. That is where the market is currently.

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Best corporates to join in Toronto after consulting?

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Jr. Associate at an AmLaw 100 firm in Central Florida. Good credentials; top 10% at T14, law review. Sick of private practice bc of hours and pressure. Also, not enjoying the work that Central Florida offers, but want to live here.

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Thoughts appreciated!

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Why does insulin in the United States cost 10x what it costs in Canada?

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Is BRK-B a buy right now?

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Is it an idle Bowl with no posts whatsoever or do I lack any rights to see them?

I have one year subscription of amazon prime available. If anyone is interested I will sell it at 40% off.

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We are hiring aggressively for energy/utilities professionals at my firm. Please DM me if interested.

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Our senior creative leadership keep talking about winning Cannes Lions and D&AD pencils but none of them have actually won any since 2007 (that’s 14 years 😭 ) and between all three of them they’ve never won more than a couple of silvers, a couple of bronzes and a couple of in-books (that’s with a combined experience of over 60 years 😭). They have no clue 🤣🤣🤣😭😭😭. Tell me something about your agency so that I can feel better about the hell-hole I find myself in🙏

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Male, 24

It is that time in life for me to buy new socks - not work socks, just every day socks. I prefer low / no show. Don't want to break my bank but also want socks that'll last.

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Curious, does anyone have perspective to share about CloudGaia? Good, bad, something else, etc?

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Additional Posts in Succession Planning: Buy/Sell Practice

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?

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

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Looking to buy from retiring advisor in Indianapolis.

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

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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.

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 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 looking for a junior partner in Kansas City area?

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

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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?

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

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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 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.

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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!

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.

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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