PurchasingPower™ Leaderboard
My Practice Profile
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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
APBOE Listing Wire
MNTK
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MNTK
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MNTK
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FLKA
4.6 x
MNWM
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CAWM
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MNTK
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OHNM
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MAMG
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ALPP
3.2 x
COWA
2.8 x
MAWA
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FLWM
2.8 x
FLKA
4.6 x
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2.9 x
- 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.
- Wambolt & Associates , CO 7.92
- Vineyard Asset Management, LLC & Vineyard Global Advisors, LLC, CO 7.68
- Coastal Wealth Management, CT 7.61
- The Falldin-Mattson Group, MN 7.6
- Gryphon Financial Partners, OH 7.53
- Berger Financial Group, MN 7.48
- Tomren Wealth Management , CA 7.43
- C.I.G PWM, CT 7.28
- Brio Financial Group, CA 7.08
- Legacy Financial Partners, ND 6.95
- Midwest Wealth Mgmt, IN 6.64
- CAP Partners, TN 6.24
- Piedmont Wealth Management, VA 6.15
- PGI Wealth Managment, IN 5.86
- Green Wealth Management Group, MN 5.85
- Legacy Advisors, AZ 5.62
- TCP, OH 5.4
- Wealth Navigation Advisors, CA 5.33
- Windward Wealth Management, FL 5.13
- Seaside Wealth Management, CA 4.98
- Kagan Cocozza Asset Management, NJ 4.98
- Sovereign Wealth Management, VA 4.69
- Daniel Goldsmith, MN 4.42
- Building Financial Solutions, Inc., FL 4.29
- Wealth Consulting Group, IA 4.22
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