Buyer Designations

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 NextLevel^TM designee.

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

If you would like to opt out of your buyer designation, you must either opt out from your account directly or notify our team of your request to opt out before your next billing period. Requests after a billing period will take effect the next billing period.