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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
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.
Investment Philosophy
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.
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
