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Buyer Resource Center

My Practice Profile
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Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • 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
  • Banking Relationship with an APBOE Network Bank
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
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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.