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
IAWA
1.7 x
OHNM
2.3 x
MAMG
2.3 x
ALPP
3.2 x
MAWA
2.1 x
FLKA
3.3 x
CAWM
3.0 x
CAFA
3.9 x
MEWA
3.2 x
MAIA
1.5 x
MAGA
4.2 x
IAWA
1.7 x
OHNM
2.3 x
MAMG
2.3 x
ALPP
3.2 x
MAWA
2.1 x
FLKA
3.3 x
CAWM
3.0 x
CAFA
3.9 x
MEWA
3.2 x
MAIA
1.5 x
MAGA
4.2 x
IAWA
1.7 x
OHNM
2.3 x
MAMG
2.3 x
ALPP
3.2 x
MAWA
2.1 x
FLKA
3.3 x
CAWM
3.0 x
CAFA
3.9 x
MEWA
3.2 x
MAIA
1.5 x
MAGA
4.2 x
IAWA
1.7 x
OHNM
2.3 x
MAMG
2.3 x
ALPP
3.2 x
MAWA
2.1 x
FLKA
3.3 x
CAWM
3.0 x
CAFA
3.9 x
MEWA
3.2 x
MAIA
1.5 x
MAGA
4.2 x
IAWA
1.7 x
OHNM
2.3 x
MAMG
2.3 x
ALPP
3.2 x
MAWA
2.1 x
FLKA
3.3 x
CAWM
3.0 x
CAFA
3.9 x
MEWA
3.2 x
MAIA
1.5 x
MAGA
4.2 x
IAWA
1.7 x
OHNM
2.3 x
MAMG
2.3 x
ALPP
3.2 x
MAWA
2.1 x
FLKA
3.3 x
CAWM
3.0 x
CAFA
3.9 x
MEWA
3.2 x
MAIA
1.5 x
MAGA
4.2 x
3.04 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.
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.