Buyer Designations



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.