Buyer Designations

Xccelerate™

For qualified buyers, Xccelerate™ designees appreciate the benefits of increased access to seller listings, M&A tools, and access to a customer service representative.

Considerations for the Xccelerate™ designation include:

• Minimum   score
• Minimum AUM and revenue thresholds
• 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 acquisitions
• Ability to update buyer diligence documents semiannually

Benefits of inclusion in the Xccelerate™ Program include:

• Access & Buyer Diligence Efficiency
  • ​​​Early notification of all new APBOE listings
  • 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)
  • Annual Certified APBOE Valuation ($2,500 value)*
    • Valuation based on normalized methodology from current RIA valuation providers
• Intellectual Capital
  • ​Invitee annual Xccelerate™ Investment Banking Conference
• Enhanced Service
  • Access to APBOE Buyer Representative

Cost: $125/month

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

*Annual certified APBOE Valuation upon request after six months as Xccelerate^TM designee.

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