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Seller | IA - IAWA

  • $900,000 Listing Price
  • $44m AUM
  • $471k Gross Revenue
  • Complete Sale
  • Projected Close Date July 14, 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

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Seller | CT - CTSC

  • $1,000,000 Listing Price
  • $40.5m AUM
  • $331k Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date July 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

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Seller | AZ - AZFP

  • $7,420,000 Listing Price
  • $202.9m AUM
  • $2.1m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date June 29, 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: 4/1/2021
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Seller | OK - OKWM

  • $3,450,000 Listing Price
  • $171m AUM
  • $1.1m Gross Revenue
  • Complete Sale
  • Projected Close Date August 29, 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: 5/1/2021
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Seller | CA - CAMG

  • $5,200,000 Listing Price
  • $300m AUM
  • $2.8m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date July 29, 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: 5/15/21
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Seller | CA - CAAG

  • $5,512,000 Listing Price
  • $160m AUM
  • $1.6m Gross Revenue
  • Complete Sale
  • Projected Close Date August 31, 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | PA - PAGA

  • $6,100,000 Listing Price
  • $140m AUM
  • $1.7m Gross Revenue
  • Merge In™ Sale
  • Projected Close Date August 31, 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: 5/15/21
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Seller | CT - CTAP

  • $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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Learn More

Seller | AK - AKAP

  • $4,800,000 Listing Price
  • $230m AUM
  • $1.7m Gross Revenue
  • Sell & Consult, Move to Acquire™ Sale
  • 95% Fee
  • 5% Commission
  • 300 Households

Opportunity to acquire an established wealth management practice in south central Alaska within close proximity to Anchorage. The seller would like to hand over daily operations to the buyer, support the transition, and continue working with clients for a few years. Revenue is derived from 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.

  5. Sale Pending

    Seller has chosen buyer to acquire practice and negotiating transaction.

Indications of Interest Close Date: 5/25/2021
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Seller | AZ - AZAP

  • $6,500,000 Listing Price
  • $170m AUM
  • $1.7m Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date August 31, 2021
  • 97% Fee
  • 3% Commission
  • 299 Households

This growing Arizona firm provides wealth management and retirement planning services to a well-defined client niche. The seller is an experienced, mid-career advisor who would like to merge with a larger firm. The ideal buyer will take over ownership of the business and provide an opportunity for…

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.

Indications of Interest Close Date: 6/25/21
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Seller | MN - MNAP

  • $2,210,000 Listing Price
  • $110m AUM
  • $840k Gross Revenue
  • Complete Sale
  • Projected Close Date September 30, 2021
  • 88% Fee
  • 12% Commission
  • 240 Households

The founder of this firm, who built the practice from the ground up, is looking for a full sale to provide continuity for its clients. A business built on establishing personal connections with clients and securing their futures through financial planning, the founder has developed an investment and…

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 | CA - CAFP

  • $600,000 Listing Price
  • $68.5m AUM
  • $307.8k Gross Revenue
  • Sell & Consult Sale
  • Projected Close Date October 14, 2021
  • 25% Fee
  • 75% Commission
  • 400 Households

The firm focuses on comprehensive financial planning and maintains a strong focus on involving clients' children in planning conversations resulting in many multi-generational relationships to maintain and grow assets. All new business is generated from referrals from existing clients and…

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.