Find Your Opportunity

Over $1.8 billion in seller listings

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
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
3.3 x

New Listings

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CA state flag CA - CAAP

Listing Price
$11,500,000

AUM
$321m

Revenue
$2.6m
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IN state flag IN - INFP

Listing Price
$5,500,000

AUM
$187m

Revenue
$1.4m
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TN state flag TN - TNAP

Listing Price
$6,660,000

AUM
$200m

Revenue
$1.8m
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GA state flag GA - GAAP

Listing Price
$4,475,000

AUM
$170m

Revenue
$1.1m
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NY state flag NY - NYIM

Listing Price
$2,200,000

AUM
$144m

Revenue
$1.2m
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CT state flag CT - CTFP

Listing Price
$2,135,000

AUM
$91m

Revenue
$580k
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CA state flag CA - CAFP

Listing Price
$600,000

AUM
$68.5m

Revenue
$307.8k
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MN state flag MN - MNAP

Listing Price
$2,210,000

AUM
$110m

Revenue
$840k
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AZ state flag AZ - AZAP

Listing Price
$6,500,000

AUM
$170m

Revenue
$1.7m

What is APBOE®?

The Advisory Practice Board of Exchange (APBOE®) is a financial advisor marketplace to buy and sell wealth management practices. APBOE® is a neutral site for multiple third-party valuation providers, M&A consultants, investment banks, and independent broker dealers to list sellers, search buyers, and ultimately sell practices.

APBOE® provides access to bank financing to fund wealth management practices. Via our Pre-Approval portal, applicants are routed to an independent Lender Marketplace to find the best bank partner to fund your transaction. APBOE® provides a turnkey solution for independent and registered investment advisors to buy and sell wealth management practices with the requisite funding.

Sellers on APBOE® can ascertain creditworthiness and practice readiness of prospective buyers from our proprietary PurchasingPower™ scoring methodology. Buyers on APBOE® can increase their likelihood of acquiring practices by receiving a verified PurchasingPower™ score.

National Leaderboard

National financial advisor ranking of creditworthiness and readiness to purchase another practice.

  1. Diversified Lifelong Advisors, DE 8.71
  2. ProWealth Financial, MN 8.67
  3. Credent Wealth Management, IN 8.49
  4. Award-Winning, $300MM+ AUM Firm Based in Los Angeles, CA 8.44
  5. Kuttin Wealth Management, NY 8.3
  6. Windsor Oak Wealth Management, GA 8.05
  7. Wilde Wealth Management Group, AZ 8.02
  8. MA Private Wealth, CA 7.97
  9. Wambolt & Associates, CO 7.92
  10. Larson Financial Group, MO 7.86

$0

Buyers and sellers pay zero subscription fees.

Seller Bank Financing Analysis

Sellers can receive a complimentary Bank Financing Analysis. In conjunction with each seller’s M&A consultant or IBD, APBOE® can determine how much bank financing each seller’s practice may qualify for with light underwriting of free cash flows. After Bank Financing Analysis and a third party valuation, sellers are in a better position to establish a list price.

Buyer PurchasingPower

PurchasingPower gauges prospective buyers creditworthiness and readiness to acquire another practice.

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Seller Benefits

At APBOE®, we not only pair buyers with sellers, but our team also prequalifies your practice for financing available from one of our partner banks. Sellers enjoy several APBOE® attributes:

  • Complete anonymity and data security
  • Buyers are unable to contact sellers
  • After reviewing prospective buyers, sellers control the communication by contacting buyers
  • Access to PurchasingPower™ score of interested buyers providing an efficient screening process
  • M&A consultant representation to ensure most attractive listing prices, promote a seamless transaction and create deal structure that is eligible for bank financing
  • Bank financing analysis to determine the amount of financing a seller’s practice qualifies for prior to setting a list price
  • Bank financing options from our national network of lenders in our Lender Marketplace to provide customized solutions to meet an individualized retirement glidepath

Buyer Benefits

APBOE® is a comprehensive platform for serious practices acquirers. Buyers benefit from a number of our platform’s features:

  • No subscription fees
  • Seller search functionality that provides clear results on verified opportunities
  • All seller listings are verified by APBOE® and their respective M&A consultant
  • Buyers can increase their probability to buy a practice by increasing their PurchasingPower™ score
  • Updates on your Bookmarked Practices to give you insight into the progress of a seller listing
  • Access to conventional and SBA lenders for up to 95% of the purchase price
Image showing buyer benefits from APBOE platform
Image showing what the Purchasing Power feature looks like inside APBOE platform

PurchasingPower Rating

Each buyer is assigned a PurchasingPower™ rating based on their ability to acquire practices. Some key factors that determine PurchasingPower™ rating include:

  • Completion of My Practice Profile
  • Completion of current valuation from a verified valuation provider
  • Banking relationship with a bank who funds advisory loans
  • Liquidity for down payment
  • Scores are verified after submitting all documents under the Verification tab
    •   Gross Revenue Report OR Previous Year & YTD P&L
    •   Model Investment Portfolio

What Type Of Transaction Are You Interested In?

Complete Sale

Sale of 100% of the practice and no longer maintains any control or position in the practice.

Merge In

Internal and external buyer partner to acquire.

Sell and Consult

Sale of 100% of the practice, yet the advisor remains with the practice in some capacity.

Partial Sale

Sale of less than 100% of the practice. Sale is comprised of a percentage of the overall book, not specific households.

Move to Acquire

Acquiring practice requires buyer to be within seller's current IBD or move to that IBD to acquire.

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Financing