New Listing

Practice has recently been listed for sale on APBOE.
Accepting Indications of Interest

M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
Initial Buyer Screening

M&A consultant reviewing indications of interest from prospective buyers.
Buyers for Final Presentations Set

M&A consultant has selected buyers for seller review.
Sale Pending

Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: 12/12/2023

New Listing

Practice has recently been listed for sale on APBOE.
Accepting Indications of Interest

M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
Initial Buyer Screening

M&A consultant reviewing indications of interest from prospective buyers.
Buyers for Final Presentations Set

M&A consultant has selected buyers for seller review.
Sale Pending

Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: 12/12/2023

Off Market Listing access available exclusively to NextLevel™ designees.

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Practice Overview

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.

Service Model

Investment Philosophy

Example Office Technology

Sellers on APBOE® can ascertain creditworthiness and practice readiness of prospective buyers

Example Professional Designation(s)

Example Practice Information

Recurring Advisory Fee: 84
Mutual Funds: 3
Annuities: 3
Insurance: 3
Alt. Investments: 3
Financial Planning: 3
Other: 3

Example Staff Information

Total Staff: 3
Licensed Staff: 3
Client Facing Staff: 3
Average Staff Tenure (years): 3

Practice 166481

SellerStandard

Practice Status

Indications of Interest Close Date: 12/12/2023

Practice Status

Indications of Interest Close Date: 12/12/2023

Off Market Listing access available exclusively to NextLevel™ designees.

Practice Overview

Service Model

Investment Philosophy

Example Office Technology

Example Professional Designation(s)

Example Practice Information

Example Staff Information