APBOE Listing Wire
MA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 xMA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 x MA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 xMA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 x
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Seller | MA

  • $3,666,000 Listing Price
  • $131m AUM
  • $1.6m Gross Revenue
  • Complete, Sell & Consult Sale
  • Projected Close Date June 25, 2021
  • 70% Fee
  • 30% Commission
  • 225 Households

Providing sound advice and exceptional service for more than 20 years, the firm is dedicated to caring for individual families, small business owners, and institutional (401k) clients throughout the Northeast. Consulting on retirement plans, customized wealth management strategies, and focusing on a…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

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Seller | IA

  • $900,000 Listing Price
  • $44m AUM
  • $471k Gross Revenue
  • Complete Sale
  • Projected Close Date June 29, 2021
  • 0% Fee
  • 100% Commission
  • 300 Households

Firm has has gained a strong reputation for providing retirement income planning and insurance solutions to hundreds of families in the surrounding areas. Owner is now looking to retire from his decades of service and transition clients to someone who will provide the ongoing care that the community…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

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Seller | ME

  • $1,000,000 Listing Price
  • $45m AUM
  • $326.5k Gross Revenue
  • Complete, Move to Acquire™ Sale
  • 93% Fee
  • 7% Commission
  • 80 Households

This advisor has been in the business for 15+ years. Advisor runs a very lean business with minimal expenses and overhead. He/she has many strong client relationships, all of which are in the advisors home state. Uses a very simple investment strategy for client portfolios that a Buyer would be able…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

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Seller | LA

  • $700,000 Listing Price
  • $33m AUM
  • $310.5k Gross Revenue
  • Move to Acquire™ Sale
  • 49% Fee
  • 51% Commission
  • 150 Households

This advisor has been in the business for 15+ years. He/she has many strong client relationships. The advisor runs a very lean business with minimal expenses and overhead. The selling advisor is willing to provide client transition support to the Buyer for a period up to 12 months. A Move To Acquire…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

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Seller | MA

  • $750,000 Listing Price
  • $71m AUM
  • $488.3k Gross Revenue
  • Move to Acquire™ Sale
  • 0% Fee
  • 100% Commission
  • 300 Households

Seller has run a successful practice for the last 25+ years. Recurring revenue from trails if 25% of revenue. An ideal buyer would have a multi-advisor firm with both male and female advisors since this practice consists of many households where both the male and female of the household are involved…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | MI

  • $3,000,000 Listing Price
  • $152m AUM
  • $1.2m Gross Revenue
  • Sell & Consult, Move to Acquire™ Sale
  • 70% Fee
  • 30% Commission
  • 80 Households

A very attractive practice in the greater Detroit metro area. The practice focuses very heavily on holistic financial planning and wealth management for the clients and has a track record of growing its AUM year-over-year. The founder is looking for a MERGER partner and the deal structure will take…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

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Seller | TX

  • $810,000 Listing Price
  • $37m AUM
  • $284.3k Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date May 29, 2021
  • 100% Fee
  • 0% Commission
  • 136 Households

This is a two-branch, comprehensive financial planning practice that serves 136 households throughout the US but has two-thirds of its approximately $37m AUM concentrated in 93 households in the greater El Paso, TX area. Please note duplicate listing in Texas. About one third of the client base is…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | CT

  • $1,000,000 Listing Price
  • $40.5m AUM
  • $331k Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date May 29, 2021
  • 87% Fee
  • 13% Commission
  • 84 Households

The founder of a Connecticut-based firm is seeking a full sale. Revenue is 74% recurring wealth management, 13% insurance, and the remaining revenue is derived from 401k plans. An efficient business model has led to strong and consistent AUM growth. Founder would like to sell 100% of the practice to…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | MO

  • $810,000 Listing Price
  • $37m AUM
  • $284.3k Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date May 29, 2021
  • 100% Fee
  • 0% Commission
  • 136 Households

This is a two-branch, comprehensive financial planning practice that serves 136 households throughout the US but has two-thirds of its approximately $37m AUM concentrated in 93 households in the greater El Paso, TX area. Please note duplicate listing in Texas. About one third of the client base is…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | AZ

  • $7,420,000 Listing Price
  • $202.9m AUM
  • $2.1m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date November 30, 2021
  • 80% Fee
  • 20% Commission
  • 568 Households

This is an opportunity to acquire a broker-dealer affiliated wealth management firm with a seasonal tax prep service. The firm operates two locations in central Arizona, about 30 miles apart. The tax prep service represents 20% of total revenue and has been a steady source of new business, bringing…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | OK

  • $3,450,000 Listing Price
  • $171m AUM
  • $1.1m Gross Revenue
  • Complete Sale
  • Projected Close Date June 30, 2021
  • 100% Fee
  • 0% Commission
  • 258 Households

Rare opportunity to acquire a 100% fee-based practice in the Mid-South. The founder has had a successful career outside of the industry. This firm rapidly built financial planning and wealth management relationships for individuals and families. The practice has a team of two experienced…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | CA

  • $5,200,000 Listing Price
  • $300m AUM
  • $2.8m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date March 30, 2021
  • 25% Fee
  • 75% Commission
  • 956 Households

This is an opportunity to acquire a long-standing practice in the Bay Area for three plus decades. The founder/CEO has grown AUM organically by $20MM to $30MM on average over the course of a tenured career via the internet (SEO, SEM, Geofencing), seminars, broadcasting, and social media (LinkedIn…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | CA

  • $5,512,000 Listing Price
  • $160m AUM
  • $1.6m Gross Revenue
  • Complete Sale
  • Projected Close Date June 30, 2021
  • 100% Fee
  • 0% Commission
  • 187 Households

After a long and successful career, the founder of this well-respected southern California financial planning firm is ready to retire. The firm is staffed by financial professionals dedicated to providing clients with an excellent experience and strong returns. The firm's internal culture emphasizes…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | PA

  • $6,100,000 Listing Price
  • $140m AUM
  • $1.7m Gross Revenue
  • Merge In™ Sale
  • Projected Close Date June 29, 2021
  • 100% Fee
  • 0% Commission
  • 260 Households

Growth opportunity to acquire a central Pennsylvania advisory firm via a "merge-in" transaction. A merge-in M&A transaction creates an opportunity for an external (majority interest) and internal advisor (minority interest) to acquire the practice together. The internal advisor has deep…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | NY

  • $3,600,000 Listing Price
  • $260m AUM
  • $2m Gross Revenue
  • Partial, Move to Acquire™ Sale
  • 94% Fee
  • 6% Commission
  • 300 Households

This is an exciting opportunity to acquire a 60% stake in a growing and established advisory practice located in Long Island, NY. The firm’s two founding partners are selling to retire, while the third partner will retain 40% minority ownership and remain with the firm to continue serving clients.…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.

Learn More

Seller | CT

  • $1,400,000 Listing Price
  • $56.5m AUM
  • $389.4k Gross Revenue
  • Complete Sale
  • Projected Close Date July 14, 2021
  • 25% Fee
  • 75% Commission
  • 94 Households

Well-liked central Connecticut advisor with more than 35 years of industry experience is selling to retire. The advisor is willing to support the buyer through the transition period, but would like to exit when the process is complete. Revenue is comprised of 100% recurring revenue: 25% fee-based…

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. Indications of interest are accepted until close of sale.

  5. Closing

    Seller has chosen buyer to acquire practice and negotiating transaction. Indications of interest are accepted until close of sale.