
PurchasingPower™ Leaderboard
My Practice Profile
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Edit My Practice Profile
Gauges prospective buyers creditworthiness and readiness to acquire another practice.
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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
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Banking Relationship with an APBOE Network Bank -
Liquidity for Down Payment -
Valuation Services -
Preferred M&A Consulting Services
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- Getting Started
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My Practice Profile
APBOE captures credit and practice information to create a PurchasingPower score.
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Verification
Verification page provides a portal to securely upload documentation required to verify PurchasingPower score
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Bookmarked Practices
Notifies APBOE of your interest in specific practices. After bookmarking a practice, you will gain access to status of practice in acquisition process.
Leaderboard
National financial advisor ranking of creditworthiness and readiness to purchase another practice.
- Diversified Lifelong Advisors, DE 8.71
- Kuttin Wealth Management, NY 8.3
- MA Private Wealth, CA 7.97
- Wambolt & Associates, CO 7.92
- Larson Financial Group, MO 7.86
- Vineyard Asset Management, LLC & Vineyard Global Advisors, LLC, CO 7.68
- Coastal Wealth Management, CT 7.61
- The Falldin-Mattson Group, MN 7.6
- RELEVÉ Financial Group, MN 7.59
- Gryphon Financial Partners, OH 7.53
- Berger Financial Group, MN 7.48
- Peak Wealth Solutions, OH 7.46
- Tomren Wealth Management, CA 7.43
- Opes Wealth Management, CA 7.38
- Boston Harbor Wealth, MA 7.37
- Liberty Group, CA 7.31
- C.I.G Private Wealth Management, CT 7.28
- Retirement & Wealth Strategies, MI 7.22
- Freedom Street Partners, VA 7.15
- Brio Financial Group, CA 7.08
- Integrity Advisory, LLC, KS 7.06
- Austin Private Wealth, TX 7.02
- Anchor Bay Capital, INC, CA 6.99
- Abound Financial, CA 6.96
- Legacy Financial Partners, ND 6.95
PurchasingPower™
Increase your presence to prospective sellers by completing just a few steps