ECHELON Partners

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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
HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x
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APBOE relies on the expertise of wealth management M&A consultants. We are happy to highlight Echelon Partners.

Echelon Partners works with wealth advisors, investment managers and their respective firms. Echelon Partners was founded in 2001 in order to provide those within these fields with support and guidance during periods of transition and growth. Echelon Partners offers clients a full suite of investment banking, consulting, and valuation services in order to maximize the value of their firms. In addition to the expert advice and consultation that they provide, Echelon Partners also provides the financial advisors with the following products and services:

  • Research Reports
  • Legal Documents and Assistance
  • Databases
  • Financial Models
  • Business Valuations

Lead by Dan Seivert, CEO and Managing Partner, Echelon Partners has years of transaction experience on some of the most noteworthy transactions in the industry. Mr. Seivert has worked with over 300 executive teams to help them complete varying business strategy transactions. He has also conducted over 500 business valuations and evaluated 2,000 acquisition targets. The remainder of Echelon’s executive team consists of Michael Wunderli, Managing Director, Carolyn Armitage, Managing Director, and Andrea Polizzi, Vice President.

To learn more about Echelon Partners and their services, please visit:
http://www.echelon-partners.com/


Ready to take your practice to the next level? APBOE is focused exclusively on the financing needs of independent and registered investment advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. For more information on funding your financial advisory M&A initiatives, visit https://www.skyview.com/index.html