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Seller | CA - DCOM
- $8,500,000 Listing Price
- $494m AUM
- $4.7m Gross Revenue
- Off Market
- Complete, Distressed Sale
- Projected Close Date December 30, 2025
- 100% Fee
- 0% Commission
- 875 Households
This is a full-sale distressed listing. This practice has multiple locations on the West Coast from Washington to California. Additional information regarding the circumstances around the distressed listing is only available to NextLevel designees. NextLevel sign-up application:…
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.
Seller | FL - FLSE
- $1,350,000 Listing Price
- $62m AUM
- $431k Gross Revenue
- Off Market
- Sell & Consult Sale
- Projected Close Date March 30, 2026
- 100% Fee
- 0% Commission
- 14 Households
This highly curated wealth management practice serves 14 primarily ultra-high-net-worth households located across Florida, Connecticut, and New York. Clients are selectively acquired and largely remain in their peak earning years, creating substantial opportunity for asset consolidation and organic…
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.