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.

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Additional Posts in Succession Planning: Buy/Sell Practice

In regards to a retention clause in a buyout, is there usually a maximum loss percentage?

Example - I am acquiring a firm...

[Musk and Apollo Global Management will "no longer discuss" a potential financing deal to acquire Twitter]

Apollo Global Management and Elon Musk will "no longer discuss" a potential financing deal to acquire Twitter, according to Reuters. Apollo Global Management had previously considered participating in Musk's April offer to buy Twitter for $44 billion, or $52.40 a share, when the asset manager said it wanted to weigh whether it should offer another bidder appropriate equity or debt. to m

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Looking for a book of business in Indiana. 765-247-2423 text or call. If there is any interest



I am a junior advisor of a team in a book around 400mm, 3mm in revenue. When I was hired, I was told that my job was to be groomed to eventually take over the book. But now, the senior partner wants me to go out and prospect, saying things like we need to increase the revenue.. I think it’s because the senior partner doesn’t want to share anymore of her book. Current split is 90/10 but was supposed to continue to increase.
My question is— what is a reasonable split between a senior and junior bc


Anyone in Maine or New Hampshire?

Looking for merger or buy from retiring advisor, Brooklyn, Staten Island and North Jersey area, Long Island too thank you!

Any RIAs in upstate NY looking to sell? We custody with Schwab and have been in business for 30 years.


Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.


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 to buy a practice or bring in a partner in Memphis TN. 8 years of experience, mainly fee -based business.

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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.


Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.


Looking for practices in Oklahoma and Arkansas to possibly purchase.

Looking to buy in WA or OR


Does anyone use Success Link?
I have seen some interesting listings and am assuming I need to be a paying member to respond. Worth it?

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?

Transitioning to Indy channel, and would like to see if anyone is looking to exit the business in the next 2-3 years. I am looking to purchase a practice. I am a CFP, AAMS and working on ChFC currently. We run a comprehensive financial planning business.


We are an independent firm looking to purchase books in Upstate NY and Southern OH.

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