Find Your Opportunity

Over $2.3 billion in seller listings

APBOE Listing Wire
3.3 x

New Listings

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MD state flag MD - MDRE

Listing Price
$9,500,000

AUM
$500m

Revenue
$3.1m
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WI state flag WI - WIOM

Listing Price
$0

AUM
$60m

Revenue
$450k
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FL state flag FL - FLSOM

Listing Price
$390,000

AUM
$13m

Revenue
$120k
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WA state flag WA

Listing Price
$100,000

AUM
$88m

Revenue
$0.3k
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TX state flag TX - TXDA

Listing Price
$0

AUM
$308m

Revenue
$2.1m
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WA state flag WA - WAFB

Listing Price
$1,800,000

AUM
$55.5m

Revenue
$556k
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GA state flag GA - GAFB

Listing Price
$950,000

AUM
$50.3m

Revenue
$338.3k
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FL state flag FL - FLAB

Listing Price
$1,400,000

AUM
$60m

Revenue
$583.1k
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WI state flag WI - WIAB

Listing Price
$0

AUM
$600m

Revenue
$6m

Recent Closings

CLOSED
WI - WIFB
 state flag
AUM:
$150M
Revenue:
$1.3M
Revenue Breakdown:
95%
fee-based
Multiple on Revenue:
3.23x
CLOSED
CA - CASC
 state flag
AUM:
$72M
Revenue:
$255k
Revenue Breakdown:
100%
fee-based
Multiple on Revenue:
3.0x
CLOSED
ID - OML
 state flag
AUM:
$20M
Revenue:
$160k
Revenue Breakdown:
100%
fee-based
Multiple on Revenue:
2.0x
CLOSED
CA - CAAP
 state flag
AUM:
$321M
Revenue:
$2.6M
Revenue Breakdown:
86%
fee-based
Multiple on Revenue:
3.6x
CLOSED
MN - MNAP
 state flag
AUM:
$110M
Revenue:
$840k
Revenue Breakdown:
88%
fee-based
Multiple on Revenue:
2.6x
CLOSED
AZ - AZFP
 state flag
AUM:
$202.8M
Revenue:
$2.1M
Revenue Breakdown:
80%
fee-based
Multiple on Revenue:
3.8x
CLOSED
CT - CTAP
 state flag
AUM:
$56.5M
Revenue:
$389.4k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
3.6x
CLOSED
CA - CAFP
 state flag
AUM:
$68.5M
Revenue:
$315k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
2.0x
CLOSED
CA - OML
 state flag
AUM:
$181M
Revenue:
$2.1M
Revenue Breakdown:
96%
fee-based
Multiple on Revenue:
5.6x
CLOSED
AZ - AZAP
 state flag
AUM:
$170M
Revenue:
$1.7M
Revenue Breakdown:
97%
fee-based
Multiple on Revenue:
4.1x

What is APBOE®?

The Advisory Practice Board of Exchange (APBOE®) is a financial advisor marketplace to buy and sell wealth management practices. APBOE® is a neutral site for multiple third-party valuation providers, M&A consultants, investment banks, and independent broker dealers to list sellers, search buyers, and ultimately sell practices.

APBOE® provides access to bank financing to fund wealth management practices. Via our Pre-Approval portal, applicants are routed to an independent Lender Marketplace to find the best bank partner to fund your transaction. APBOE® provides a turnkey solution for independent and registered investment advisors to buy and sell wealth management practices with the requisite funding.

Sellers on APBOE® can ascertain creditworthiness and practice readiness of prospective buyers from our proprietary PurchasingPower™ scoring methodology. Buyers on APBOE® can increase their likelihood of acquiring practices by receiving a verified PurchasingPower™ score.

National Leaderboard

National financial advisor ranking of creditworthiness and readiness to purchase another practice.

  1. Diversified, LLC, DEStandard 9.42
  2. JTL Wealth partners, TXNextLevel™ 9.4
  3. Coastal Wealth Management, CTStandard 9.37
  4. Liberty Bell Financial Group, CANextLevel™ 9.32
  5. Wilde Wealth Management Group, AZXccelerate™ 9.16
  6. AWAIM®, CAStandard 9.14
  7. Montis Financial, MANextLevel™ 9.06
  8. Tomren Wealth Management, CAStandard 8.75
  9. Coastline Wealth Management, NYStandard 8.73
  10. Kuttin Wealth Management, NYNextLevel™ 8.67

$0

Standard buyers and sellers pay zero subscription fees

Buyer Designation

For increased access, select buyers may apply for two designation levels: Xccelerate™ and NextLevel™

Xccelerate™ NextLevel™

PurchasingPower

Each buyer is assigned a PurchasingPower™ rating based on their ability to acquire practices.

Image showing seller benefits from APBOE platform

Seller Benefits

At APBOE®, we not only pair buyers with sellers, but our team also prequalifies your practice for financing available from one of our partner banks. Sellers enjoy several APBOE® attributes:

  • Complete anonymity and data security
  • Buyers are unable to contact sellers
  • After reviewing prospective buyers, sellers control the communication by contacting buyers
  • Access to PurchasingPower™ score of interested buyers providing an efficient screening process
  • M&A consultant representation to ensure most attractive listing prices, promote a seamless transaction and create deal structure that is eligible for bank financing
  • Bank financing analysis to determine the amount of financing a seller’s practice qualifies for prior to setting a list price
  • Bank financing options from our national network of lenders in our Lender Marketplace to provide customized solutions to meet an individualized retirement glidepath

Buyer Benefits

APBOE® is a comprehensive platform for serious practices acquirers. Buyers benefit from a number of our platform’s features:

  • No subscription fees for standard buyers
  • Seller search functionality that provides clear results on verified opportunities
  • All seller listings are verified by APBOE® and their respective M&A consultant
  • Buyers can increase their probability to buy a practice by increasing their PurchasingPower™ score
  • Updates on your Bookmarked Practices to give you insight into the progress of a seller listing
  • Access to conventional and SBA lenders for up to 95% of the purchase price
  • Buyers who qualify for an ABPOE designation appreciate enhanced benefits
Image showing buyer benefits from APBOE platform
Image showing what the PurchasingPower™ feature looks like inside APBOE platform

PurchasingPower Rating

Each buyer is assigned a PurchasingPower™ rating based on their ability to acquire practices. Some key factors that determine PurchasingPower™ rating include:

  • Completion of My Practice Profile
  • Completion of current valuation from a verified valuation provider
  • Banking relationship with a bank who funds advisory loans
  • Liquidity for down payment
  • Scores are verified after submitting all documents under the Verification tab
    •   Gross Revenue Report OR Previous Year & YTD P&L
    •   Model Investment Portfolio

What Type Of Transaction Are You Interested In?

Complete Sale

Sale of 100% of the practice and no longer maintains any control or position in the practice.

Merge In

Internal and external buyer partner to acquire.

Sell and Consult

Sale of 100% of the practice, yet the advisor remains with the practice in some capacity.

Partial Sale

Sale of less than 100% of the practice. Sale is comprised of a percentage of the overall book, not specific households.

Move to Acquire

Acquiring practice requires buyer to be within seller's current IBD or move to that IBD to acquire.

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Financing

Are you next level? APBOE announces buyer designations - Xccelerate your M&A strategy today. Learn More.