APBOE Listing Wire
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Seller | GA - GAOM

GA flag
  • $650,000 Listing Price
  • $18.9m AUM
  • $287.4k Gross Revenue
  • Off Market
  • Sell & Consult Sale
  • Projected Close Date January 29, 2024
  • 100% Fee
  • 0% Commission
  • 48 Households

The seller has accumulated 12 years of experience in corporate finance and established their own firm in 2001. As a wealth advisor, he manages clients' funds, provides financial planning services, and offers tax planning and preparation assistance. The seller operates on a 100% fee-based model and…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | OH - OHCL

OH flag
  • $7,250,000 Listing Price
  • $340m AUM
  • $2.4m Gross Revenue
  • Complete Sale
  • Projected Close Date January 30, 2024
  • 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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | WI - WIAB

WI flag
  • Bookmark Practice to Inquire Listing Price
  • $600m AUM
  • $6m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date April 29, 2024
  • 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. Most AUM growth is derived from COIs, current client…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | FL - FLAB

FL flag
  • $1,400,000 Listing Price
  • $60m AUM
  • $583.1k Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date December 18, 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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | GA - GAFB

GA flag
  • $950,000 Listing Price
  • $50.3m AUM
  • $338.3k Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date February 03, 2024
  • 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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | WA - WAFB

WA flag
  • $1,800,000 Listing Price
  • $55.5m AUM
  • $556k Gross Revenue
  • Complete Sale
  • Projected Close Date January 14, 2023
  • 100% Fee
  • 0% Commission
  • 120 Households

Advisor with a 35+ year career is ready to transition into retirement and pursue other interests. Seller is looking for a client-oriented firm focused on managing risk and providing an exceptional level of communication. He is willing to remain involved to support the transition for up to 3 years…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | TX - TXDA

TX flag
  • Bookmark Practice to Inquire Listing Price
  • $308m AUM
  • $2.1m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date February 14, 2024
  • 100% Fee
  • 0% Commission
  • 159 Households

The main office location is an SEC-registered RIA that was founded in 1984. Most clients have been with the firm for many years and have well-established relationships with the investment team. The secondary location has been an independent RIA since 2019, after being part of a larger advisory…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | WA -

WA flag
  • $100,000 Listing Price
  • $88m AUM
  • $0.3k Gross Revenue
  • Off Market
  • Partial Sale
  • Projected Close Date January 29, 2024
  • 100% Fee
  • 0% Commission
  • 13 Households

The seller has a background in the military, where they acquired valuable leadership skills before transitioning to the finance industry. After leaving the military, they began working for a Swiss bank in 2008 and later joined JP Morgan, where they achieved the rank of #5 in the company. They were…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | FL - FLSOM

FL flag
  • $390,000 Listing Price
  • $13m AUM
  • $120k Gross Revenue
  • Off Market
  • Sell & Consult Sale
  • Projected Close Date September 14, 2024
  • 20% Fee
  • 80% Commission
  • 100 Households

The seller brings a wealth of experience to the table, having served as a registered representative for 37 years with no legitimate complaint history. The seller is known for their exceptional client service, contributing to their success over the years. Regarding client meetings, the seller offers…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | WI - WIOM

WI flag
  • Bookmark Practice to Inquire Listing Price
  • $60m AUM
  • $450k Gross Revenue
  • Off Market
  • Sell & Consult Sale
  • Projected Close Date May 06, 2024
  • 75% Fee
  • 25% Commission
  • 230 Households

This seller boasts an impressive business history that dates back to 1986, during which they have successfully operated independently for the past 23 years. Their client base has primarily been established through extensive travel, hosting seminars, and targeted marketing efforts. The seller has…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | MD - MDRE

MD flag
  • $9,500,000 Listing Price
  • $500m AUM
  • $3.1m Gross Revenue
  • Complete, Sell & Consult Sale
  • 50% Fee
  • 50% Commission
  • 373 Households

The seller of this fee-based RIA with commission revenue is a mid-career advisor who has accomplished his goals and is looking to pursue other professional interests. The practice has grown organically by marketing through a radio show and seminar series focusing on federal employee benefits.…

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
  1. New Listing

    Practice has recently been listed for sale on APBOE.

  2. Accepting Indications of Interest

    M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.

  3. Initial Buyer Screening

    M&A consultant reviewing indications of interest from prospective buyers.

  4. Buyers for Final Presentations Set

    M&A consultant has selected buyers for seller review.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.