APBOE Listing Wire
3.3 x

Practice 380087

CAAP 7 x California

SellerStandard

$3,000,000 Listing Price
Complete Sale
  • $95m AUM
  • $525.5k 2023 Revenue
  • 30 Households
  • March 14, 2024 Projected Close Date
100% Fee
0% Commission
Practice Status
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

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

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: November 3, 2024
Practice Status
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

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

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: November 3, 2024

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