Buyer Designations

My Practice Profile
  • Edit My Practice Profile
N/A Standard

Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
3.3 x


NextLevel™ is the highest APBOE buyer designation level for well-qualified advisors, available to a finite number of designees. NextLevel™ designee benefits include exclusive access to off-market listings, robust M&A tools, and a dedicated service representative.

Considerations for the NextLevel™ designation include:
  • Minimum   score
  • Minimum AUM and revenue thresholds
  • Experience in wealth management practice acquisition
  • No significant FINRA disclosures and in good standing with SEC and/or FINRA
  • Defined investment policy and client service model
  • Scalable practice structure to absorb additional practices
  • Access to capital sources for acquisition
  • Ability to update all buyer diligence documents semiannually
Benefits of inclusion in the NextLevel™ designation include:
  • Access & Buyer Diligence Efficiency
    • Exclusive access to “off-market listings”
    • Early notification of all new APBOE listings
    • Bypass eight of ten phases of the investment banking buyer diligence process for each bookmarked listing
    • Access to APBOE® mobile app (February 2022 launch)
  • M&A Reporting and Tech
    • Access to online Buyer Pitch Book Generator
    • Access to templated M&A document virtual data room (LOIs, Purchase Agreements, Consulting Agreements, etc.) ($4,700 value)
    • Semi-Annual Certified APBOE Valuation ($2,500 value) *
      • Valuation based on normalized methodology from current RIA valuation providers
      • Certified APBOE Valuation + of acquirer’s practice
        • Valuation based on market-based methodology from recent market comps
    • Semi-Annual Acquisition Analysis Reporting ($5,700 value) – Customized financial analysis providing acquirers with:
      • Consolidated Debt Capacity Report: Analysis of aggregate (acquirer and acquiree) practice financing capacity post-transaction based on loan to value (LTV) and debt service coverage ratios (DSC) from RIA industry lenders of consolidated entities
      •  Consolidated proforma of acquirer’s and acquiree’s practices post-transaction
  • Intellectual Capital
    • Invitee annual NextLevel™ Investment Banking Conference
  • Enhanced Service
    • Dedicated APBOE Buyer Representative
Cost: $750/month

The NextLevel™ designation is available to a limited number of APBOE market participants.

*Semi-annual APBOE Valuation and Investment Banking Reporting available upon request after six months as a NextLevelTM designee.

Designation does not impact PurchasingPower scores, guarantee to make a finalist presentation, or assure acquiring a practice for any APBOE listing.