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.

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.