Control the Future for Your Book of Business.

Prepare your succession plan on your terms whether you want to buy, sell, merge or partner for growth

The average age of the independent financial advisor is 59. Over 80% don’t have a transition plan and they handle more than $2.5 trillion in assets. Growing the next generation of advisors to inherit this responsibility is an industry-wide concern.

The FindBob platform helps those advisors looking for opportunities to buy, sell, merge, partner, or find a succession partner to maximize the value of their most precious asset: their book of business.

Why FindBob?

Most advisors leave transition plans until they're forced to by events beyond their control.

Start planning now:

The best succession plan is the one in place long before it’s needed.

Planning helps you maximize the future value of your business and grow your practice with opportunities to partner with a like-minded advisor.

FindBob doesn’t just help grow your business through succession, it helps you meet other advisors interested in buying, selling, merging, partnering, and business continuity as well!

We have an obligation to our clients. They’ve engaged us for the duration of their lifetime, not the duration of our business.

The North American Securities Administrators Association, Inc. (NASAA)’s model rule requires advisors to have a written procedure for business continuity. As more regulators across the globe move to ensure transparency and security across the finance and insurance sectors, advisors can prepare now.

Succession planning is key to ensuring continuity for your business and your client’s investments.

Leaving the future of your company to chance after a life altering event can erode the value you’ve worked hard to build up.

It also leaves the burden to your family to prepare a transition plan that may not be what you wanted.

FindBob helps you seek out transition partners or create a succession plan from a position of strength.

Quick and Easy Setup

We designed FindBob for completely painless setup!

Start by creating a minimum profile. Add more information as you want.
Fill in personality traits to help us make better suggestions.
World class support is only a click away.

Buy, Sell, Merge, or Grow

Whatever your succession goals are, FindBob gives you the tools to find the right relationships to achieve them.

Personalized dashboard to see your plans in a quick and easy format.
Private message other users to make those important connections.
Save profiles you’re interested in and want to revisit.
Participate in the Seller Showcase and have your business viewed by hundreds of interested buyers.

"This site is easy to connect buyers and sellers!"

- #FB083XXX
"FindBob made it easy for someone like me to find adequate buyers. In less than a week had 6 serious buyers express interest."

- #FB083XXX
"FindBob helped facilitate a meeting with another advisor in my area who is looking to slowly transition out."

- #FB8917XXX

Transition for Enterprises

FindBob isn't just for insurance and financial advisors.

Our white-labelled Enterprise Solution helps protect existing assets, generate new revenue streams, and recruit & retain talent for:

Carriers

Agencies

Brokerages

RIAs

FindBob’s enterprise platform includes all the tools and analytics to identify growth opportunities, as well as a dedicated concierge support for your advisors.

We're already unlocking transition for some of the largest agencies in Canada. Schedule a demo to see how FindBob can create revenue opportunities by unlocking unimaginable growth.

Schedule a Demo

"When your clients know you’re gone, they’re motivated to look for someone else; the advisors in the marketplace know you’re gone, and they’re motivated to get your client. How long is your client going to stay (with your practice)?"

- FindBob Enterprise Client
"It's comforting to have partners who want to align forces with the intention of enhancing each other`s business."

- #FB49XXXX, Canada
"It is incredible that a company would put such an effort into creating this kind of a platform, it speaks to (FindBob Enterprise Client's) dedication to its Advisors. It makes ultimate sense and is very timely."

- #FB76XXXX, Canada

Clear, Simple Pricing

FindBob’s Public Marketplace subscriptions are fixed. There are no additional fees or commissions!

Basic

$0 only pay when you want to send/receive messages

Create a profile and appear in search results
Unlimited Searches for practice opportunities
View Full Profiles
Unlimited Private Messages to advisors
Participate in advisor showcases
Videos & Continuing Education (CE) on transition
Featured Placement in Directory
Member Support

Professional

$22.99 + tax per month

Create a profile and appear in search results
Unlimited Searches for practice opportunities
View Full Profiles
Unlimited Private Messages to advisors
Participate in advisor auctions
Videos & Continuing Education (CE) on transition
Featured Placement in Directory
Member Support

Best Value

Executive

$250 + tax per year

Create a profile and appear in search results
Unlimited Searches for practice opportunities
View Full Profiles
Unlimited Private Messages to advisors
Participate in advisor auctions
Videos & Continuing Education (CE) on transition
Featured Placement in Directory
Member Support

Get Your Account now!

Our members average $0 in assets under management.

FindBob helped facilitate a meeting with another advisor in my area who is looking to slowly transition out. We are currently in the early part of our discussions and we are looking for ways to help each other. This dialogue would not have been possible without the use of FindBob. The staff at FindBob have been excellent and have provided plenty of guidance from the beginning, this is a really great site for our business succession planning.

#FB203XXXX Montreal, Quebec