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FindBob makes it easy for insurance agents & financial advisors to buy, sell, merge, and partner a financial practice so they can grow, transition, and protect their most precious asset: their Book of Business.

News - Insurance & Investment Journal : Financial Horizons Expansion 06/23/2019

"The platform is meant to give Financial Horizons advisors the ability to dive deep into their advisors’ goals, activities and current and future status using machine learning and predictive technology"

News - Insurance & Investment Journal : Financial Horizons Expansion Financial Horizons Group has announced that it is making its web-based succession platform available to all advisors throughout its network. Known as BookMark, the platform is powered by a collaboration with FindBob, a recognized leader in succession for financial advisors.

5 Basic Principles of Valuation 05/28/2019

Looking to buy or sell? No matter what side of the deal you're on, we have the 5 Basic Principles of Valuation that you need to know. 5 Basic Principles of Valuation

5 Basic Principles of Valuation There are five basic principles to creating an accurate valuation for a business that takes into account the art and science of calculating a fair market price that will result in a sale that leaves both parties satisfied.

6 Things that Impact You Getting Funding 04/23/2019

When you're looking to grow your business, you need to know the 6 things that can impact your borrowing ability.

6 Things that Impact You Getting Funding Funding business growth isn't only expensive but comes with a list of qualifications a lender will impose to make sure you're a good investment

Mission Driven - Women in Insurance 03/05/2019

We spoke with Daralee Barbera and Angie Ribuffo on what it takes to attract and keep women in the Insurance & Financial industry and how to make the most out of their unique talents. Mission Driven - Women in Insurance

Mission Driven - Women in Insurance Creating an inclusive career environment for women also creates a mutually beneficial outcome for the insurance and financial services industry that is increasingly dependent upon the strength of relationships an advisor or agent can forge with clients, partners, and employees at the home office.

FindBob Content Notification Sign Up 03/01/2019

We have new articles with interviews from leading industry professionals coming soon! Sign up to be notified when we publish new content addressing the future direction of our industry. Sign Up to Notifications

FindBob Content Notification Sign Up Insight on the issues affecting our industry. Blogs, articles, and interviews. Sign up to be notified when we have new content.

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