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Seller Resource Center

My Practice Profile
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Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship with an APBOE Network Bank
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
IA flag IAWA 1.7 x OH flag OHNM 2.3 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x MA flag MAWA 2.1 x FL flag FLKA 3.3 x CA flag CAWM 3.0 x CA flag CAFA 3.9 x ME flag MEWA 3.2 x MA flag MAIA 1.5 x MA flag MAGA 4.2 x IA flag IAWA 1.7 x OH flag OHNM 2.3 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x MA flag MAWA 2.1 x FL flag FLKA 3.3 x CA flag CAWM 3.0 x CA flag CAFA 3.9 x ME flag MEWA 3.2 x MA flag MAIA 1.5 x MA flag MAGA 4.2 x IA flag IAWA 1.7 x OH flag OHNM 2.3 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x MA flag MAWA 2.1 x FL flag FLKA 3.3 x CA flag CAWM 3.0 x CA flag CAFA 3.9 x ME flag MEWA 3.2 x MA flag MAIA 1.5 x MA flag MAGA 4.2 x IA flag IAWA 1.7 x OH flag OHNM 2.3 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x MA flag MAWA 2.1 x FL flag FLKA 3.3 x CA flag CAWM 3.0 x CA flag CAFA 3.9 x ME flag MEWA 3.2 x MA flag MAIA 1.5 x MA flag MAGA 4.2 x IA flag IAWA 1.7 x OH flag OHNM 2.3 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x MA flag MAWA 2.1 x FL flag FLKA 3.3 x CA flag CAWM 3.0 x CA flag CAFA 3.9 x ME flag MEWA 3.2 x MA flag MAIA 1.5 x MA flag MAGA 4.2 x IA flag IAWA 1.7 x OH flag OHNM 2.3 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x MA flag MAWA 2.1 x FL flag FLKA 3.3 x CA flag CAWM 3.0 x CA flag CAFA 3.9 x ME flag MEWA 3.2 x MA flag MAIA 1.5 x MA flag MAGA 4.2 x
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Putting a succession plan into motion requires having the right team of people to help you make it happen. Our APBOE Consulting Team is here to assist you when you are ready to determine and execute the plan for you to sell your wealth management practice.

Buyer Identification

With the number of buyers in the market today, selecting a buyer to purchase your practice can be overwhelming. The reality is there are only 4 to 5 qualified buyers for every seller. Advisors need experts who can help them identify the best buyer candidates. Ultimately, the complete or partial sale experience can be efficient, simpler, and more satisfying for both parties.

M&A Partner Referrals

All sellers posting listings on APBOE are required to have representation by an M&A Partner or Broker Dealer. Transactions that involve M&A Consultants are typically more successful.

Truelytics Practice Scorecard

The TruePerformance Indices and KPIs, from our partner Truelytics, make up the industry’s first-ever health record to be leveraged for practice management and key transitional moments.

Our Team can help you identify how Truelytics can improve your practice and enterprise value.