
NextLevel™
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
- 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 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.