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Find Your Opportunity

Over $2.8 billion in seller listings

New Listings

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WI state flag WI - WIFB

Listing Price
$4,500,000

AUM
$150m

Revenue
$1.3m
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CA state flag CA - CASC

Listing Price
$800,000

AUM
$72.3m

Revenue
$254.5k
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FL state flag FL - FLFB

Listing Price
$6,000,000

AUM
$190m

Revenue
$2m
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IL state flag IL - ILFB

Listing Price
$9,250,000

AUM
$285m

Revenue
$2.4m
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AZ state flag AZ - AZAB

Listing Price
$1,950,000

AUM
$20m

Revenue
$650k
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PA state flag PA - PAOM

Listing Price
$350,000

AUM
$47m

Revenue
$160k
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ID state flag ID - IDWB

Listing Price
$320,000

AUM
$20m

Revenue
$160k
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KY state flag KY - KYAP

Listing Price
$2,950,000

AUM
$145m

Revenue
$1.1m
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OH state flag OH - OHCL

Listing Price
$7,250,000

AUM
$340m

Revenue
$2.4m

Recent Closings

CLOSED
MN - MNAP
state flag
AUM:
$110M
Revenue:
$840k
Revenue Breakdown:
88%
fee-based
Multiple on Revenue:
2.6x
CLOSED
AZ - AZFP
state flag
AUM:
$202.8M
Revenue:
$2.1M
Revenue Breakdown:
80%
fee-based
Multiple on Revenue:
3.8x
CLOSED
CT - CTAP
state flag
AUM:
$56.5M
Revenue:
$389.4k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
3.6x
CLOSED
CA - CAFP
state flag
AUM:
$68.5M
Revenue:
$315k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
2.0x
CLOSED
CA - OML
state flag
AUM:
$181M
Revenue:
$2.1M
Revenue Breakdown:
96%
fee-based
Multiple on Revenue:
5.6x
CLOSED
AZ - AZAP
state flag
AUM:
$170M
Revenue:
$1.7M
Revenue Breakdown:
97%
fee-based
Multiple on Revenue:
4.1x

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, LLC, DEStandard 9.42
  2. Coastal Wealth Management, CTStandard 9.37
  3. Wilde Wealth Management Group, AZNextLevel™ 9.16
  4. Tomren Wealth Management, CAStandard 8.75
  5. Coastline Wealth Management, NYStandard 8.73
  6. Kuttin Wealth Management, NYStandard 8.67
  7. ProWealth Financial, MNStandard 8.67
  8. Monarch, CAStandard 8.59
  9. E.A. Buck, HIStandard 8.53
  10. Credent Wealth Management, INStandard 8.49

$0

Standard buyers and sellers pay zero subscription fees

Buyer Designation

For increased access, select buyers may apply for two designation levels: Xccelerate™ and NextLevel™

Xccelerate™ NextLevel™

PurchasingPower

Each buyer is assigned a PurchasingPower™ rating based on their ability to acquire practices.

Image showing seller benefits from APBOE platform

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 for standard buyers
  • 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
  • Buyers who qualify for an ABPOE designation appreciate enhanced benefits
Image showing buyer benefits from APBOE platform
Image showing what the PurchasingPower™ 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

Are you next level? APBOE announces buyer designations - Xccelerate your M&A strategy today. Learn More.