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 October 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 | AZ - AZAB

AZ flag
  • Bookmark Practice to Inquire Listing Price
  • $13m AUM
  • $500k Gross Revenue
  • Off Market
  • Partial, Merge In™ Sale
  • Projected Close Date February 27, 2025
  • 10% Fee
  • 90% Commission
  • 300 Households

The founder of this firm is committed to prioritizing client needs by leveraging a comprehensive knowledge of concepts and products while collaborating with top industry experts. The goal is to streamline operational responsibilities while focusing on asset accumulation through tax and retirement…

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 November 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 | TX - TXDA

TX flag
  • Bookmark Practice to Inquire Listing Price
  • $281.9m AUM
  • $2.1m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date December 10, 2024
  • 100% Fee
  • 0% Commission
  • 157 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 | FL - FLSOM

FL flag
  • $390,000 Listing Price
  • $13m AUM
  • $120k Gross Revenue
  • Off Market
  • Sell & Consult Sale
  • Projected Close Date December 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 | MD - MDRE

MD flag
  • $9,500,000 Listing Price
  • $425m 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.

Learn More

Seller | MN - MNWA

MN flag
  • $1,998,000 Listing Price
  • $95m AUM
  • $543k Gross Revenue
  • Complete Sale
  • Projected Close Date October 29, 2024
  • 100% Fee
  • 0% Commission
  • 45 Households

Exceptional fee-only financial planning practice with engaged clients and strong demographic profiles. The practice is comprised of forty five households of clients nearing retirement age and has the opportunity to introduce inheriting generations into the practice. Clients are meeting semi-annually…

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 | MA - MAFN

MA flag
  • $1,776,000 Listing Price
  • $53.2m AUM
  • $372k Gross Revenue
  • Off Market
  • Sell & Consult Sale
  • Projected Close Date November 16, 2024
  • 100% Fee
  • 0% Commission
  • 22 Households

The seller began his career as a high school math teacher before pursuing further education at MIT. He began his instruction at MIT in 1986 and obtained his CPA certification in 1992. Following that, he engaged in entrepreneurial ventures and established his own business in 2000. The seller holds an…

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.