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