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search-practices.html

<form id="searchForm" action="search-practices.html">
  <div id="practiceTypeFieldArea" class="fieldArea htmlSelectOneRadio practiceTypeFieldArea fieldArea--isFilled"><label id="labelFor_practiceType" for="practiceType">Practice Type</label>
    <div id="practiceType" class="filterFieldArea">
      <div><input id="practiceType:0" label="Find a Buyer" name="practiceType" type="radio" value="Buyer"><label id="practiceType__label:0" for="practiceType:0">Find a Buyer</label></div>
      <div><input id="practiceType:1" label="Find a Practice" name="practiceType" type="radio" value="Seller" checked="checked"><label id="practiceType__label:1" for="practiceType:1">Find a Practice</label></div>
    </div><span id="messageFor_practiceType" data-message-for="practiceType"></span>
  </div>
  <div class="fieldGroup"><label id="labelFor_location" for="location">Search by City, State or ZIP</label>
    <div id="locationFieldArea" class="fieldArea htmlInput locationFieldArea"><input id="location" name="location" aria-labelledby="labelFor_location" placeholder="Search by City, State or ZIP" type="text"><span id="messageFor_location"
        data-message-for="location"></span></div>
    <span class="btn submit">
      <input id="submit" type="submit" value="Search">
    </span>
  </div>
</form>

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 * Find a Practice
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    * Designee Resource Center

 * Buyer Designations
    * Buyer Designations
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    * Buyer Designation Application

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FIND YOUR OPPORTUNITY

Over $2.3 billion in seller listings

Practice Type
Find a Buyer
Find a Practice
Search by City, State or ZIP


 * Getting Started
 * My Practice Profile
   
   APBOE captures credit and practice information to create a PurchasingPower™
   score.

 * Verification
   
   Verification page provides a portal to securely upload documentation required
   to verify PurchasingPower™ score

 * Bookmarked Practices
   
   Notifies APBOE of your interest in specific practices. After bookmarking a
   practice, you will gain access to status of practice in acquisition process.

Designations - Learn More
 1. Find a Practice

Zum Verschieben drückst du die Pfeiltasten entsprechend.
























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Kurzbefehle
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200 km 

Klicken, um zwischen metrischen und angloamerikanischen Maßeinheiten zu wechseln
Nutzungsbedingungen
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 * Complete Sale
 * Distressed Sale
 * Partial Sale
 * Sell & Consult
 * Move to Acquire™
 * Merge In™
 * Off Market


SELLER | OH - OHCL COMPLETE SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date May 30, 2023

--------------------------------------------------------------------------------

Listing Price $7,250,000

--------------------------------------------------------------------------------

AUM $340m

--------------------------------------------------------------------------------

Revenue $2.4m


SELLER | IL - ILFB COMPLETE SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date June 29, 2023

--------------------------------------------------------------------------------

Listing Price $8,100,000

--------------------------------------------------------------------------------

AUM $285m

--------------------------------------------------------------------------------

Revenue $2.4m


SELLER | MA - MAFB COMPLETE SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date September 01, 2023

--------------------------------------------------------------------------------

Listing Price $6,100,000

--------------------------------------------------------------------------------

AUM $150m

--------------------------------------------------------------------------------

Revenue $1.4m


SELLER | WI - OFF MARKET LISTING SELL & CONSULT SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date October 05, 2023

--------------------------------------------------------------------------------

Listing Price $16,000,000

--------------------------------------------------------------------------------

AUM $500m

--------------------------------------------------------------------------------

Revenue $4m


SELLER | NY - OFF MARKET LISTING SELL & CONSULT SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date February 27, 2023

--------------------------------------------------------------------------------

Listing Price $1,350,000

--------------------------------------------------------------------------------

AUM $80m

--------------------------------------------------------------------------------

Revenue $450k


SELLER | FL - FLAB SELL & CONSULT SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date April 29, 2023

--------------------------------------------------------------------------------

Listing Price $1,400,000

--------------------------------------------------------------------------------

AUM $60m

--------------------------------------------------------------------------------

Revenue $583.1k


SELLER | CA - OFF MARKET LISTING COMPLETE SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date May 31, 2023

--------------------------------------------------------------------------------

Listing Price $710,000

--------------------------------------------------------------------------------

AUM $25m

--------------------------------------------------------------------------------

Revenue $245k


SELLER | CO - OFF MARKET LISTING MERGE IN™ SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date June 30, 2023

--------------------------------------------------------------------------------

Listing Price $800,000

--------------------------------------------------------------------------------

AUM $40m

--------------------------------------------------------------------------------

Revenue $250k


SELLER | GA - GAFB SELL & CONSULT SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date June 30, 2023

--------------------------------------------------------------------------------

Listing Price $950,000

--------------------------------------------------------------------------------

AUM $50.3m

--------------------------------------------------------------------------------

Revenue $338.3k


SELLER | WA - WAFB COMPLETE SALE

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 yourBookmarked Practices.

View Listing

--------------------------------------------------------------------------------

Projected Close Date September 14, 2023

--------------------------------------------------------------------------------

Listing Price $1,800,000

--------------------------------------------------------------------------------

AUM $55.5m

--------------------------------------------------------------------------------

Revenue $556k


NEW LISTINGS

Prev
Learn More about this Listing

WI - OFF MARKET

Listing Price
$16,000,000

--------------------------------------------------------------------------------

AUM
$500m

--------------------------------------------------------------------------------

Revenue
$4m
Learn More about this Listing

MA - MAFB

Listing Price
$6,100,000

--------------------------------------------------------------------------------

AUM
$150m

--------------------------------------------------------------------------------

Revenue
$1.4m
Learn More about this Listing

IL - ILFB

Listing Price
$8,100,000

--------------------------------------------------------------------------------

AUM
$285m

--------------------------------------------------------------------------------

Revenue
$2.4m
Learn More about this Listing

WA - WAFB

Listing Price
$1,800,000

--------------------------------------------------------------------------------

AUM
$55.5m

--------------------------------------------------------------------------------

Revenue
$556k
Learn More about this Listing

GA - GAFB

Listing Price
$950,000

--------------------------------------------------------------------------------

AUM
$50.3m

--------------------------------------------------------------------------------

Revenue
$338.3k
Learn More about this Listing

CO - COFB

Listing Price
$800,000

--------------------------------------------------------------------------------

AUM
$40m

--------------------------------------------------------------------------------

Revenue
$250k
Learn More about this Listing

CA - CAOM

Listing Price
$710,000

--------------------------------------------------------------------------------

AUM
$25m

--------------------------------------------------------------------------------

Revenue
$245k
Learn More about this Listing

FL - FLAB

Listing Price
$1,400,000

--------------------------------------------------------------------------------

AUM
$60m

--------------------------------------------------------------------------------

Revenue
$583.1k
Learn More about this Listing

NY - NYRF

Listing Price
$1,350,000

--------------------------------------------------------------------------------

AUM
$80m

--------------------------------------------------------------------------------

Revenue
$450k
Learn More about this Listing

WI - OFF MARKET

Listing Price
$16,000,000

--------------------------------------------------------------------------------

AUM
$500m

--------------------------------------------------------------------------------

Revenue
$4m
Learn More about this Listing

MA - MAFB

Listing Price
$6,100,000

--------------------------------------------------------------------------------

AUM
$150m

--------------------------------------------------------------------------------

Revenue
$1.4m
Learn More about this Listing

IL - ILFB

Listing Price
$8,100,000

--------------------------------------------------------------------------------

AUM
$285m

--------------------------------------------------------------------------------

Revenue
$2.4m
Learn More about this Listing

WA - WAFB

Listing Price
$1,800,000

--------------------------------------------------------------------------------

AUM
$55.5m

--------------------------------------------------------------------------------

Revenue
$556k
Learn More about this Listing

GA - GAFB

Listing Price
$950,000

--------------------------------------------------------------------------------

AUM
$50.3m

--------------------------------------------------------------------------------

Revenue
$338.3k
Learn More about this Listing

CO - COFB

Listing Price
$800,000

--------------------------------------------------------------------------------

AUM
$40m

--------------------------------------------------------------------------------

Revenue
$250k
Learn More about this Listing

CA - CAOM

Listing Price
$710,000

--------------------------------------------------------------------------------

AUM
$25m

--------------------------------------------------------------------------------

Revenue
$245k
Learn More about this Listing

FL - FLAB

Listing Price
$1,400,000

--------------------------------------------------------------------------------

AUM
$60m

--------------------------------------------------------------------------------

Revenue
$583.1k
Learn More about this Listing

NY - NYRF

Listing Price
$1,350,000

--------------------------------------------------------------------------------

AUM
$80m

--------------------------------------------------------------------------------

Revenue
$450k
Learn More about this Listing

WI - OFF MARKET

Listing Price
$16,000,000

--------------------------------------------------------------------------------

AUM
$500m

--------------------------------------------------------------------------------

Revenue
$4m
Learn More about this Listing

MA - MAFB

Listing Price
$6,100,000

--------------------------------------------------------------------------------

AUM
$150m

--------------------------------------------------------------------------------

Revenue
$1.4m
Learn More about this Listing

IL - ILFB

Listing Price
$8,100,000

--------------------------------------------------------------------------------

AUM
$285m

--------------------------------------------------------------------------------

Revenue
$2.4m
Next


RECENT CLOSINGS

Prev
CLOSED
AZ - AZAP
AUM:
$170M
Revenue:
$1.7M
Revenue Breakdown:
97%
fee-based
Multiple on Revenue:
4.1x
CLOSED
WI - WIFB
AUM:
$150M
Revenue:
$1.3M
Revenue Breakdown:
95%
fee-based
Multiple on Revenue:
3.23x
CLOSED
CA - CASC
AUM:
$72M
Revenue:
$255k
Revenue Breakdown:
100%
fee-based
Multiple on Revenue:
3.0x
CLOSED
ID - OML
AUM:
$20M
Revenue:
$160k
Revenue Breakdown:
100%
fee-based
Multiple on Revenue:
2.0x
CLOSED
CA - CAAP
AUM:
$321M
Revenue:
$2.6M
Revenue Breakdown:
86%
fee-based
Multiple on Revenue:
3.6x
CLOSED
MN - MNAP
AUM:
$110M
Revenue:
$840k
Revenue Breakdown:
88%
fee-based
Multiple on Revenue:
2.6x
CLOSED
AZ - AZFP
AUM:
$202.8M
Revenue:
$2.1M
Revenue Breakdown:
80%
fee-based
Multiple on Revenue:
3.8x
CLOSED
CT - CTAP
AUM:
$56.5M
Revenue:
$389.4k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
3.6x
CLOSED
CA - CAFP
AUM:
$68.5M
Revenue:
$315k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
2.0x
CLOSED
CA - OML
AUM:
$181M
Revenue:
$2.1M
Revenue Breakdown:
96%
fee-based
Multiple on Revenue:
5.6x
CLOSED
AZ - AZAP
AUM:
$170M
Revenue:
$1.7M
Revenue Breakdown:
97%
fee-based
Multiple on Revenue:
4.1x
CLOSED
WI - WIFB
AUM:
$150M
Revenue:
$1.3M
Revenue Breakdown:
95%
fee-based
Multiple on Revenue:
3.23x
CLOSED
CA - CASC
AUM:
$72M
Revenue:
$255k
Revenue Breakdown:
100%
fee-based
Multiple on Revenue:
3.0x
CLOSED
ID - OML
AUM:
$20M
Revenue:
$160k
Revenue Breakdown:
100%
fee-based
Multiple on Revenue:
2.0x
CLOSED
CA - CAAP
AUM:
$321M
Revenue:
$2.6M
Revenue Breakdown:
86%
fee-based
Multiple on Revenue:
3.6x
CLOSED
MN - MNAP
AUM:
$110M
Revenue:
$840k
Revenue Breakdown:
88%
fee-based
Multiple on Revenue:
2.6x
CLOSED
AZ - AZFP
AUM:
$202.8M
Revenue:
$2.1M
Revenue Breakdown:
80%
fee-based
Multiple on Revenue:
3.8x
CLOSED
CT - CTAP
AUM:
$56.5M
Revenue:
$389.4k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
3.6x
CLOSED
CA - CAFP
AUM:
$68.5M
Revenue:
$315k
Revenue Breakdown:
25%
fee-based
Multiple on Revenue:
2.0x
CLOSED
CA - OML
AUM:
$181M
Revenue:
$2.1M
Revenue Breakdown:
96%
fee-based
Multiple on Revenue:
5.6x
CLOSED
AZ - AZAP
AUM:
$170M
Revenue:
$1.7M
Revenue Breakdown:
97%
fee-based
Multiple on Revenue:
4.1x
Next


WHAT IS APBOE®?

The Advisory Practice Board of Exchange (APBOE®) is a financial advisor
marketplace to buy and sell wealth management practices. APBOE® is a neutral
site for multiple third-party valuation providers, M&A consultants, investment
banks, and independent broker dealers to list sellers, search buyers, and
ultimately sell practices.

APBOE® provides access to bank financing to fund wealth management practices.
Via our Pre-Approval portal, applicants are routed to an independent Lender
Marketplace to find the best bank partner to fund your transaction. APBOE®
provides a turnkey solution for independent and registered investment advisors
to buy and sell wealth management practices with the requisite funding.

Sellers on APBOE® can ascertain creditworthiness and practice readiness of
prospective buyers from our proprietary PurchasingPower™ scoring methodology.
Buyers on APBOE® can increase their likelihood of acquiring practices by
receiving a verified PurchasingPower™ score.


NATIONAL LEADERBOARD

National financial advisor ranking of creditworthiness and readiness to purchase
another practice.

 1.  Diversified, LLC, DEStandard 9.42
 2.  JTL Wealth partners, TXNextLevel™ 9.4
 3.  Coastal Wealth Management, CTStandard 9.37
 4.  Liberty Bell Financial Group, CANextLevel™ 9.32
 5.  Wilde Wealth Management Group, AZXccelerate™ 9.16
 6.  AWAIM®, CAStandard 9.14
 7.  Montis Financial, MANextLevel™ 9.06
 8.  Tomren Wealth Management, CAStandard 8.75
 9.  Coastline Wealth Management, NYStandard 8.73
 10. Kuttin Wealth Management, NYStandard 8.67

View All Rankings


$0

Standard buyers and sellers pay zero subscription fees


BUYER DESIGNATION

For increased access, select buyers may apply for two designation levels:
Xccelerate™ and NextLevel™

Learn More



PURCHASINGPOWER™

Each buyer is assigned a PurchasingPower™ rating based on their ability to
acquire practices.

Learn More


SELLER BENEFITS

At APBOE®, we not only pair buyers with sellers, but our team also prequalifies
your practice for financing available from one of our partner banks. Sellers
enjoy several APBOE® attributes:

 * Complete anonymity and data security
 * Buyers are unable to contact sellers
 * After reviewing prospective buyers, sellers control the communication by
   contacting buyers
 * Access to PurchasingPower™ score of interested buyers providing an efficient
   screening process
 * M&A consultant representation to ensure most attractive listing prices,
   promote a seamless transaction and create deal structure that is eligible for
   bank financing
 * Bank financing analysis to determine the amount of financing a seller’s
   practice qualifies for prior to setting a list price
 * Bank financing options from our national network of lenders in our Lender
   Marketplace to provide customized solutions to meet an individualized
   retirement glidepath

Learn More


BUYER BENEFITS

APBOE® is a comprehensive platform for serious practices acquirers. Buyers
benefit from a number of our platform’s features:

 * No subscription fees for standard buyers
 * Seller search functionality that provides clear results on verified
   opportunities
 * All seller listings are verified by APBOE® and their respective M&A
   consultant
 * Buyers can increase their probability to buy a practice by increasing their
   PurchasingPower™ score
 * Updates on your Bookmarked Practices to give you insight into the progress of
   a seller listing
 * Access to conventional and SBA lenders for up to 95% of the purchase price
 * Buyers who qualify for an ABPOE designation appreciate enhanced benefits

Designations - Learn More



PURCHASINGPOWER™ RATING

Each buyer is assigned a PurchasingPower™ rating based on their ability to
acquire practices. Some key factors that determine PurchasingPower™ rating
include:

 * Completion of My Practice Profile
 * Completion of current valuation from a verified valuation provider
 * Banking relationship with a bank who funds advisory loans
 * Liquidity for down payment
 * Scores are verified after submitting all documents under the Verification tab
   *   Gross Revenue Report OR Previous Year & YTD P&L
   *   Model Investment Portfolio

What is PurchasingPower™? Designations - Learn More


WHAT TYPE OF TRANSACTION ARE YOU INTERESTED IN?


COMPLETE SALE

Sale of 100% of the practice and no longer maintains any control or position in
the practice.


MERGE IN™

Internal and external buyer partner to acquire.


SELL AND CONSULT

Sale of 100% of the practice, yet the advisor remains with the practice in some
capacity.


PARTIAL SALE

Sale of less than 100% of the practice. Sale is comprised of a percentage of the
overall book, not specific households.


MOVE TO ACQUIRE™

Acquiring practice requires buyer to be within seller's current IBD or move to
that IBD to acquire.


FINANCING

Regardless of your transaction type, SkyView Partners® can facilitate your
financing request from a national network of regional and community banks.

Apply for Financing
What is PurchasingPower™?Designations - Learn More


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 * Follow us on Facebook
 * Follow us on Twitter
 * Find us on YouTube
 * Follow us on linkedIn

Advisory Practice Board of Exchange
Address:
10 Times Square, Suite 3000
New York, NY 10018
(800) 263-4908
Email: info@apboe.com
© 2023 APBOE

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