Seller | FL - FLOM

- $200,000 Listing Price
- $20m AUM
- $100k Gross Revenue
- Off Market
- Complete Sale
- Projected Close Date December 30, 2022
- 0% Fee
- 100% Commission
- 300 Households
The founder moved to Florida 35 years ago and set up this business as a lifestyle practice. In his early 70s, he's now semi-retired and ready to spend more time on leisure pursuits, hobbies, and other businesses ventures unrelated to financial services. He would like to support the transition of…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
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New Listing
Practice has recently been listed for sale on APBOE.
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Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
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Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
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Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
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Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Indications of Interest Close Date: CLOSED
Seller | OH - OHCL

- $7,250,000 Listing Price
- $340m AUM
- $2.4m Gross Revenue
- Complete Sale
- Projected Close Date March 30, 2023
- 79% Fee
- 21% Commission
- 600 Households
The sellers of this hybrid RIA are two veteran advisors, one mid-career and one late-career, who serve 500 financial planning and 100 401k clients. Recurring advisory fees generate 73% of the firm's revenue, with the remainder coming from 401k plans and a small amount of brokerage revenue. The ideal…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | IL - ILFB

- $9,250,000 Listing Price
- $285m AUM
- $2.4m Gross Revenue
- Complete Sale
- Projected Close Date June 29, 2023
- 100% Fee
- 0% Commission
- 663 Households
The founder, a rainmaker in his 60s with a background in real estate and experience as a CPA, is selling his business to establish a continuity plan and transition towards retirement. He is surrounded by a strong team comprised of one mid-career advisor with a long tenure at the firm and two junior…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | FL - FLFB

- $6,000,000 Listing Price
- $190m AUM
- $2m Gross Revenue
- Complete Sale
- Projected Close Date May 14, 2023
- 100% Fee
- 0% Commission
- 57 Households
The co-founders of this advisory practice would like to phase out of the business after the transition and retire. They would like a post-transaction role focused on gathering new assets while supporting a gentle transition of client relationships to the buyer. A licensed junior advisor with a small…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | WI - WIFB

- $4,500,000 Listing Price
- $150m AUM
- $1.3m Gross Revenue
- Complete Sale
- Projected Close Date May 14, 2023
- 95% Fee
- 5% Commission
- 150 Households
After a decades-long career in insurance and wealth management the founder of this northeastern Wisconsin RIA is selling to retire. He is available for two years post-transaction to support the transition of client relationships to the buyer's firm. A mid-career servicing advisor executes portfolio…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | MA - MAFB

- $6,100,000 Listing Price
- $150m AUM
- $1.4m Gross Revenue
- Complete Sale
- Projected Close Date May 29, 2023
- 100% Fee
- 0% Commission
- 210 Households
The founder will remain with the firm to support the transition of relationships and is potentially open to a post-transaction role focused on asset gathering and/or investment management consulting. Seller has broad experience in the advisory business, including compliance, M&A, and portfolio…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | WI - OFF MARKET

- $16,000,000 Listing Price
- $500m AUM
- $4m Gross Revenue
- Off Market
- Sell & Consult Sale
- Projected Close Date December 30, 2022
- 65% Fee
- 35% Commission
- 450 Households
The owner is selling to de-risk and experience a liquidity event. The ideal buyer has a broker dealer relationship and the ability to support the firm's alternative investment activities. The firm consistently adds $30M - $70M in AUM annually, and 2022 AUM growth is expected to exceed $50M. Most AUM…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | NY - NYRF

- $1,350,000 Listing Price
- $80m AUM
- $450k Gross Revenue
- Off Market
- Sell & Consult Sale
- Projected Close Date February 27, 2023
- 100% Fee
- 0% Commission
- 33 Households
Options focused RIA founded in 2018 managing $80M AUM would like to merge with or sell to a full-service, traditional RIA. The team consists of two advisors: one a 20-year credentialed Goldman Sachs veteran and the other 10 years of investment management experience within the RIA space. The team’s…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | VT - VTFM

- $750,000 Listing Price
- $43m AUM
- $350k Gross Revenue
- Off Market
- Complete Sale
- Projected Close Date April 30, 2023
- 65% Fee
- 35% Commission
- 475 Households
The owner of this VT advisory practice is ready to sell and retire and will support the client transition for up to one year. Located in a small city in rural Vermont, the office is within easy driving distance of a larger metro area. The firm has a broker dealer relationship but will consider both…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | FL - FLAB

- $1,400,000 Listing Price
- $60m AUM
- $583.1k Gross Revenue
- Sell & Consult Sale
- Projected Close Date April 29, 2023
- 60% Fee
- 40% Commission
- 89 Households
Mid-career, Florida advisor is selling to join an established ensemble practice to focus on asset gathering, seminars, and workshops. The seller is an aviation professional who has leveraged his professional network to build a client base serviced by a staff of one FT and one PT associate. Shedding…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | CA - CAOM

- $710,000 Listing Price
- $25m AUM
- $245k Gross Revenue
- Off Market
- Complete Sale
- Projected Close Date May 31, 2023
- 100% Fee
- 0% Commission
- 13 Households
Sole proprietor is selling to retire and would like to execute a transaction this spring. They are assisted by one part-time CFP who will also retire when the business is sold. Both the advisor and the staff person are available to support the client transition for 3-6 months after closing. Buyers…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | CO - COFB

- $750,000 Listing Price
- $40m AUM
- $250k Gross Revenue
- Off Market
- Merge In™ Sale
- Projected Close Date June 30, 2023
- 98% Fee
- 2% Commission
- 50 Households
A growth-oriented advisor would like to sell to and join or merge into an RIA that embraces alternative investments. The seller’s current RIA provides cutting-edge technology, digital marketing services, and a positive culture, and is interested in real estate or the energy sector. The ideal buyer…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.
Seller | GA - GAFB

- $950,000 Listing Price
- $50.3m AUM
- $338.3k Gross Revenue
- Sell & Consult Sale
- Projected Close Date June 30, 2023
- 81% Fee
- 19% Commission
- 110 Households
CFP with 25+ years of industry experience, deep client relationships, and a financial planning first service model. The ideal buyer “does the right thing” for their clients. The seller would like to remain with the new firm for 3-5 years to develop multiple new client opportunities. Currently, the…
Add to Bookmarked Practices Bookmarking a practice notifies the seller and their M&A consultant of your interest and provides them with access to your Practice Profile information. To view your bookmarked practices and track their listing statuses, visit your Bookmarked Practices.
Practice Status
-
New Listing
Practice has recently been listed for sale on APBOE.
-
Accepting Indications of Interest
M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
-
Initial Buyer Screening
M&A consultant reviewing indications of interest from prospective buyers.
-
Buyers for Final Presentations Set
M&A consultant has selected buyers for seller review.
-
Sale Pending
Seller has chosen buyer to acquire practice and negotiating transaction.