Buyer Resource Center
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Edit My Practice Profile
Gauges prospective buyers creditworthiness and readiness to acquire another practice.
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Completion of My Practice Profile - Get Prequalified for bank financing
- Completion of current valuation from a verified valuation provider
- APBOE’s banks accept valuations from a select group of providers
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Banking Relationship with an APBOE Network Bank -
Liquidity for Down Payment -
Valuation Services -
Preferred M&A Consulting Services
MNTK
2.0 x
OHNM
2.4 x
MAMG
2.3 x
ALPP
3.2 x
COWA
2.8 x
MAWA
3.1 x
FLWM
2.8 x
FLKA
4.6 x
MNWM
2.4 x
CAWM
3.0 x
MNTK
2.0 x
OHNM
2.4 x
MAMG
2.3 x
ALPP
3.2 x
COWA
2.8 x
MAWA
3.1 x
FLWM
2.8 x
FLKA
4.6 x
MNWM
2.4 x
CAWM
3.0 x
MNTK
2.0 x
OHNM
2.4 x
MAMG
2.3 x
ALPP
3.2 x
COWA
2.8 x
MAWA
3.1 x
FLWM
2.8 x
FLKA
4.6 x
MNWM
2.4 x
CAWM
3.0 x
MNTK
2.0 x
OHNM
2.4 x
MAMG
2.3 x
ALPP
3.2 x
COWA
2.8 x
MAWA
3.1 x
FLWM
2.8 x
FLKA
4.6 x
MNWM
2.4 x
CAWM
3.0 x
MNTK
2.0 x
OHNM
2.4 x
MAMG
2.3 x
ALPP
3.2 x
COWA
2.8 x
MAWA
3.1 x
FLWM
2.8 x
FLKA
4.6 x
MNWM
2.4 x
CAWM
3.0 x
MNTK
2.0 x
OHNM
2.4 x
MAMG
2.3 x
ALPP
3.2 x
COWA
2.8 x
MAWA
3.1 x
FLWM
2.8 x
FLKA
4.6 x
MNWM
2.4 x
CAWM
3.0 x
2.9 x
- Getting Started
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My Practice Profile
APBOE captures credit and practice information to create a PurchasingPower score.
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Verification
Verification page provides a portal to securely upload documentation required to verify PurchasingPower score
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Bookmarked Practices
Notifies APBOE of your interest in specific practices. After bookmarking a practice, you will gain access to status of practice in acquisition process.
There are many things an advisor can do to prepare early to successfully achieve their M&A goals. Our Buyer Representative Team is here to assist you with your M&A or succession plan initiatives for your wealth management practice.
Purchasing Power
Buyers that have a PurchasingPower score are better positioned for M&A transactions. Our scoring methodology gauges a buyer’s creditworthiness and readiness to acquire another practice.
Valuation Referrals
By working with one of our M&A Consulting Partners, you can not only adopt an annual valuation service, but you can also ensure deals will be more efficient and successful in closing. All SkyView Network Banks require a 3rd party valuation in order to secure financing.
Business Banking Partner Referrals
Bank Partners who get to know you and your business early and before you need financing are the best partners for your future M&A goals. Our Team can help identify the prospective bank partners long in advance of any transaction to facilitate your M&A or succession initiatives. Preexisting bank partnerships allow advisors to develop personal relationships with bankers prior to applying for financing.
Truelytics Practice Scorecard
The TruePerformance Indices and KPIs, from our partner Truelytics, make up the industry’s first-ever health record to be leveraged for practice management and key transitional moments.