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?

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

Related Posts

Just got fired.. any opportunities out there in North America.

Strategy consultant, manager level ; experience in consumer markets: I heard technology sector is hiring. Open to relocation

Thoughtworks recently announced the Q3 result. Which wasn't that great though.

Can anyone share their views about TW strategy to handle the recession?

Is there any hint of layoffs from leadership?

like

Hi folks ,

Can you suggest some good residential society near Gachibowli ( 2BHK or 1 BHK ) ? How much should I keep the budget for a 2BHK in that area ?

Thanks in advance.

like
like

Debevoise Hong Kong is hiring a tax associate (2nd to 5th years, but there may be flexibility in class year), ideally with experience in funds tax. Comp is the latest DPW/Cravath scale plus a COLA each year and moving costs. I'm currently there, and I'm happy to chat if anyone is interested.

like

How do PPMDs make sure when you are replacing an incumbent, you don't get handed down a broken system ? What sort of knowledge transfer and contractual framework do you get the client to agree to and how do you negotiate on that? I feel clients are not always honest and hide a lot of landmines which a consulting company can walk into and blamed for it.

like

I work as an AGM in a busy restaurant. Been working there for just over a year, and haven't had a single raise. I now only make 0.50 cents more than even the lowest paid shift lead but I am doing a lot more work. I'm no longer satisfied with these conditions. Should I try to negotiate a raise or look for other opportunities?

If I should negotiate, any tips?

like

Hi Guys,
Help needed!!!
I got offer from HCL for the position of Lead consultant with(23.49 fixed + 3.51 variable). I have 8 yrs of experience. I want to know if this position is same as Team/Tech Lead ? As in my current organization I am working as Team Lead. And also how is job security and work life balance in HCL?

like

Travel - didn’t see it unless I missed the thread. What’s the travel % right now for SM/P and does it depend on capability team or same % across the board?

like
like

Guys is it better to join Barclays as a business analyst from Credit Suisse, considering current situation of Credit Suisse? I am clueless right now.

Have any attorneys started their own recruiting agency or worked as a recruiter for an agency on the side, while working as an attorney. I am looking to build up my own legal recruiting agency during my off hours, but I want to make sure there is no conflict of interest or other potential risks in doing so.

like

Does your firm let you take 28-30 December off? Many of my team members won’t be working those days and I decided last minute that I’d like to travel somewhere between Christmas and the New Year.

likehelpful

Ladies, did you put on make up before your delivery for photo purposes?

like

Hello Fishes,

I've officially resigned from Amazon. I've a experience of 3.8 months in accounts payable. Can you please help me get a job.

like

Security BU Hiring in LTI !!

**Immediate to 30 days joiners will be preferred**
Interested plz DM with job codes

Post Photo
like

Wordle 515 5/6

⬜⬜🟨⬜🟨
⬜🟨🟨⬜⬜
⬜🟨🟨🟨🟨
🟨🟩🟩🟩⬜
🟩🟩🟩🟩🟩

like

What's is inhand salary 12.30lpa in TCS ?

like
like

my sister died this morning. I posted about her in a past post. Alcohol addiction, liver failure and then it taxed the kidneys too much, she went into cardiac arrest at 9 am and they could not save her. She was 51. Sad day for sure. Feels odd that she is no longer here. I just wish she could have had a better future.

like

Additional Posts in Succession Planning: Buy/Sell Practice

like

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

likehelpful

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

funnylike

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!

Anyone looking for a junior partner in Kansas City area?

like

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.

like

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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.

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

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

like

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

like

Looking to buy from retiring advisor in Indianapolis.

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

like

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

like

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

funnyhelpful

How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

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.

like

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?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal