PurchasingPower

My Practice Profile
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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 with an APBOE Network Bank
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x HI flag HIBD 2.3 x MN flag MNTK 2 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x NC flag NCLC 3.5 x AL flag ALPP 3.2 x TX flag TXDR 2.7 x NY flag NYWM 2.2 x VA flag VAAM 2.7 x MA flag MAWA 5.2 x PA flag PAWG 2.2 x DE flag DEFA 3.4 x
2.9 x

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.

  1. Merit Financial, GA 8.01
  2. Anchor Bay Capital, INC, CA 7.86
  3. Larson Financial Group, MO 7.86
  4. Coastal Wealth Management, CT 7.61
  5. Bergstrom Financial Group, MN 7.51
  6. Peak Wealth Solutions, OH 7.46
  7. Tomren Wealth Management , CA 7.43
  8. Boston Harbor Wealth Advisors, MA 7.35
  9. C.I.G PWM, CT 7.28
  10. 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)

All verification documentation stored in secure virtual data room.