Buying/Selling book of business

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Jun 11, 2011 5:23 pm

Is there a reputable national exchange of advisors looking to buy and sell books of business?   Would be interested in some thoughts on sources as I would think such a thing would exist.

Jun 11, 2011 9:42 pm

FP Transitions is the closest thing to it...been around since 1999 I think.

Jun 17, 2011 10:15 am

You may want to talk to these people: http://www.agencies4salelistings.com/. They are trading many things inlcluding booksof business (accounts).

Nov 19, 2012 11:19 am

Looking for the same thing donanselmo12 is looking for....FA's looking to sell their book of business and wondering if anyone knows where to look aside from the ideas Cowboy93 & lobstar63 already gave?

Feb 21, 2014 3:24 pm

FP transitions is very reputable in the industry I would COMPLETELY shy away from anyone who does not have a great deal of experience in the Financial services industry