APBOE Listing Wire








































































Practice 380087
CAAP 7 x
California
- $95m AUM
- $525.5k 2023 Revenue
- 30 Households
- March 14, 2024 Projected Close Date
100% Fee
0% Commission
Practice Status
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New Listing
Practice has recently been listed for sale on APBOE.
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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: November 3, 2024
Practice Status
-
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.