Practice 330242

OFF MARKET LISTING

SellerStandard

$750,000 Listing Price

Merge In™ Sale

$40m AUM
$250k 2023 Revenue
50 Households
June 30, 2023 Projected Close Date

98% Fee

2% Commission

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.

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.

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