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Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
3.3 x

Practice 78225

CAMG 2 x California

Seller

$5,200,000 Listing Price
Sell & Consult Sale
  • $300m AUM
  • $2.6m 2021 Revenue
  • 956 Households
  • September 30, 2021 Projected Close Date
25% Fee
75% 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: 5/15/21
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: 5/15/21

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