Would any of you be willing to pay a finder's fee if I found you a practice to purchase?

Posting as :
works at
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How can I reach you?

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Yes I would

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Yes, Bellevue area

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Yes, looking to purchase in Richmond, VA area.

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H
Email me. Twatts@wattscapital.com

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Absolutely

Yup

Make that three yes's! [Denver Metro Area]

Yes I would

We are very interested

I would agree as well. Tampa FL area

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Additional Posts in Succession Planning: Buy/Sell Practice

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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Does anyone know a basic rule of thumb to value and agency not just a book?

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.

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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.

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.

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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Looking to buy a book in Colorado if anyone knows of anyone

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

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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 for practices in Oklahoma and Arkansas to possibly purchase.

Anyone looking for a junior partner in Kansas City area?

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Anyone in SE Louisiana looking to sell a book of business?

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Selling structured book of autocalls

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

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

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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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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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