We are looking to acquire an RIA business that is 100% fee-based. We clear/custody at Schwab, two-person team with 14 and 25 years of experience and we mostly use stocks, ETFs, occasionally a Mutual Fund for FI. We are looking in central California (Santa Barbara county) please message me back if you are interested or know of someone that is looking at retirement.

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Referral alert! CGI

👋 Hello Fishbowl Family,
To view all open positions, visit CGI Careers: 
https://bit.ly/3xw9yIR
Interested candidates can DM or send a mail with updated cv: bikash.jena@cgi.com for referral.
You can also fill this form: https://lnkd.in/gPjB4aWW
Important :
1) Referral != Shortlisting/Interview
2) It takes time to refer, please be patient as I will go through all the referral requests.

All the best!

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Hi those who are looking for "Talent Acquisition Specialist" and work from home. DM me.

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Looking someone from Google India finance team who can initiate a referral for me. Thanks!

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Hi Members, 

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Hi Fishes and Sharks,

Anyone looking out for referral in Maersk for Data Engineer, Engineering Manager roles, Please DM me. Lots of opportunities with good WLB and competitive package.

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Can someone at Google refer me for a job at Google for auditorGoogle

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I’m looking for a referral please. I have 3 years of audit and 1.5 years of FDD experience all at PwC

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Hello Fishers

Can someone refer me for any of the following position in good Amsterdam based company providing visa sponsorship
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I am looking for referral.
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Hey Fishes,
I am an UX deisgner and have 4+ yrs of experience and I am looking for a job change can anyone refer me in any of your organization if you have any vacancies.

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Hi Sharks,

I have 2.5 years of experience after completing MBA and want to get into consulting. If someone can please give me referral in IBM, it would be incredibly helpful.

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Asking for my brother. Please don't ignore.

If your company has any openings for Fresher. kindly provide referral.

Skillset: HTML, CSS, JavaScript, ReactJS, Python, SQL

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Hello, looking for Big4 Australia/NZ referrals, open for boutique firms as well. Will need visa sponsorship. Wanting to checkout Manager - Valuations position that's available out there.

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Does walmart have SAP BW, BW4HANA related domains ?

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Do you have a separate exclusive community for your most loyal users? How is it working out?

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So my partner will be getting laid off 4/15. 🥺

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Additional Posts in Succession Planning: Buy/Sell Practice

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?

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

funnyhelpful

Anyone in Maine or New Hampshire?

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

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Anyone looking for a junior partner in Kansas City area?

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

Looking to buy from retiring advisor in Indianapolis.

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

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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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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 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.

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

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Anyone in metro DC looking to transition out?

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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?

Anyone looking to sell a book in Central Mass?

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.

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

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