PurchasingPower™
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
APBOE Listing Wire
HIBD
2.3 x
MNTK
2 x
OHNM
2.4 x
MAMG
2.3 x
NCLC
3.5 x
ALPP
3.2 x
TXDR
2.7 x
NYWM
2.2 x
VAAM
2.7 x
MAWA
5.2 x
PAWG
2.2 x
DEFA
3.4 x
HIBD
2.3 x
MNTK
2 x
OHNM
2.4 x
MAMG
2.3 x
NCLC
3.5 x
ALPP
3.2 x
TXDR
2.7 x
NYWM
2.2 x
VAAM
2.7 x
MAWA
5.2 x
PAWG
2.2 x
DEFA
3.4 x
HIBD
2.3 x
MNTK
2 x
OHNM
2.4 x
MAMG
2.3 x
NCLC
3.5 x
ALPP
3.2 x
TXDR
2.7 x
NYWM
2.2 x
VAAM
2.7 x
MAWA
5.2 x
PAWG
2.2 x
DEFA
3.4 x
HIBD
2.3 x
MNTK
2 x
OHNM
2.4 x
MAMG
2.3 x
NCLC
3.5 x
ALPP
3.2 x
TXDR
2.7 x
NYWM
2.2 x
VAAM
2.7 x
MAWA
5.2 x
PAWG
2.2 x
DEFA
3.4 x
HIBD
2.3 x
MNTK
2 x
OHNM
2.4 x
MAMG
2.3 x
NCLC
3.5 x
ALPP
3.2 x
TXDR
2.7 x
NYWM
2.2 x
VAAM
2.7 x
MAWA
5.2 x
PAWG
2.2 x
DEFA
3.4 x
HIBD
2.3 x
MNTK
2 x
OHNM
2.4 x
MAMG
2.3 x
NCLC
3.5 x
ALPP
3.2 x
TXDR
2.7 x
NYWM
2.2 x
VAAM
2.7 x
MAWA
5.2 x
PAWG
2.2 x
DEFA
3.4 x
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 Profiles
Notifies APBOE of your interest in specific practices. After bookmarking a practice, you will gain access to status of practice in acquisition process.
What’s your PurchasingPower™?
PurchasingPower™ is a scoring methodology that gauges the credit worthiness and readiness of a buyer’s ability to acquire another wealth management practice.
With 50 buyers for every seller in the financial services industry, PurchasingPower™ scores provide potential sellers with increased transparency into buyers’ ability to purchase another practice with 31 data points.
Key factors that determine your PurchasingPower™ score:
- Completion of My Practice Profile
- PreApproval
- Completion of current valuation from a verified valuation provider
- Banking relationship with a bank who funds advisory loans
- Liquidity for down payment
- Utilization of M&A consultants buy side services
- Scores are verified after submitting all documents under the Verification tab
National Leaderboard
National financial advisor ranking of creditworthiness and readiness to purchase another practice.
- Merit Financial, GA 8.01
- Anchor Bay Capital, INC, CA 7.86
- Larson Financial Group, MO 7.86
- Coastal Wealth Management, CT 7.61
- Bergstrom Financial Group, MN 7.51
- Peak Wealth Solutions, OH 7.46
- Tomren Wealth Management , CA 7.43
- Boston Harbor Wealth Advisors, MA 7.35
- C.I.G PWM, CT 7.28
- Freedom Street Partners, VA 7.15
FAQs: PurchasingPower™
Prospective buyers who complete the PurchasingPower™ verification process are assigned a rating from 1 to 10. Verified PurchasingPower scores are provided to buyers after all required documents have been uploaded.
How is the PurchasingPower™ score calculated?
The algorithm for generating a PurchasingPower™ score was developed by seasoned credit and investment banking analysts. The factors required to determine the score are gathered during the verification process.
Why would I get a PurchasingPower™ score?
Verified PurchasingPower™ scores are obtained by financial advisors who are interested in buying another practice. PurchasingPower™ ratings allow sellers select which buyers are most appropriate to purchase their practice.
How are the PurchasingPower™ scores utilized?
SkyView provides PurchasingPower™ scores to advisors interested in selling their practice, and their sell side M&A consultants. Sellers typically prefer a prospective buyer located close to a majority of their client base; SkyView maintains national and state by state lists to facilitate sellers' proximity preferences.
How can I attain the highest PurchasingPower™ score?
Each factor in determining PurchasingPower™ has a different weighting.
What documents are required for PurchasingPower™ score verification?
- Gross Dealer Concession Report
- Current Valuation
- Bank Statement (business)
- Model Investment Portfolios
- M&A Consulting Services
- Credit Authorization (optional)