APBOE @APBOExchange
A marketplace for financial advisors to buy and sell wealth management practices. linktr.ee/APBOE New York, NY Joined May 2019-
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ABPOE provides every registered APBOE buyer the ability to search, select and finance an M&A transaction at zero cost!
APBOE buyers who qualify for a designation appreciate the added benefits such as: 🔸 Exclusive Access to "Off Market" Listings 🔸 Dedicated APBOE Buyer Representative 🔸 Early Notification of New Listings 🔸 Access to Online Buyer Pitch Book Generator 🔸 & more!
PurchasingPower™ is a scoring methodology that gauges the credit worthiness and readiness of a buyer’s ability to acquire another wealth management practice. #PURCHASINGPOWER #FINANCIALSERVICES #FINTECH
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. #WealthManagement #InvestmentBanks #Fintech
The Advisory Practice Board of Exchange is a financial advisor marketplace to buy and sell wealth management practices. #WealthManagement #InvestmentBanks #Fintech
ABPBOE® provides a dedicated wealth management industry online marketplace for buyers and sellers to search, select and finance advisory practice M&A via an optimized online user experience!
We are excited to share that an Ohio practice with $340M in assets under management was successfully sold on APBOE! If you are contemplating selling your wealth management practice, contact us today for a consultation with an APBOE Representative.
NEW MINNESOTA PRACTICE FOR SALE! The ideal buyer is a NAPFA member focused on cash flow-based financial planning. A strength would be having a younger advisor who can engage with client offspring & next-generation clients. CFP designation is required.
A new off market listing is available on APBOE! This Wisconsin-based practice is exclusive to NextLevel buyers. Here are the details: AUM: $60,000,000 Revenue: $450,000 Revenue Breakdown: 75% fee-based Price: Bookmark to inquire View the full listing: bit.ly/4bI2RXF
Are you on the path to acquiring a practice this year? If so, you're stepping into a highly competitive market. Download the RIA Practice Acquisition Toolkit today and take a step toward becoming a top-tier buyer & successfully closing a deal. bit.ly/48PCUmP
A new off market listing is available on APBOE! This Florida practice is exclusive to NextLevel buyers. Location: Florida Price: $390,000 AUM: $13,000,000 Revenue: $120,000 Sign up for a NextLevel designation and view the full listing details here: bit.ly/4b5xk1t
New practice for sale! Acquire a Wisconsin-based practice that consistently adds $30M-$70M in AUM annually. The ideal buyer will have a broker dealer relationship and the capability to support the firm's alternative investment activities. View listing: bit.ly/3TVnnx8
A new off-market listing is available on APBOE! This Georgia practice is exclusive to NextLevel buyers. Interested? Learn more about becoming a designated NextLevel APBOE buyer today. apboe.com/practice.html?…
We are excited to share that an Illinois practice with $285M in assets under management was successfully sold on APBOE! If you are contemplating selling your wealth management practice, contact us today for a consultation with an APBOE Representative. apboe.com/contact.html
SOLD on APBOE! This California off market listing was available exclusively for NextLevel buyers. To learn more about becoming a NextLevel designee and gaining access to off market listings, visit: apboe.com/buyer-designat…
A new off market listing is available on APBOE! This New York practice is exclusive to NextLevel buyers. Interested? Learn more about becoming a designated NextLevel APBOE buyer today. View listing: apboe.com/practice.html?…
New seller listing! Opportunity to acquire a Texas-based practice that is 100% fee-based, boasts an above-average per-household AUM, and has sustained long-term client relationships. For pricing, log in to your APBOE account and bookmark this listing: bit.ly/3ZvhqYD
A new off-market listing is available on APBOE! This Florida practice is exclusive to NextLevel buyers. Interested? Learn more about becoming a designated NextLevel APBOE buyer today. View listing: bit.ly/47T1Ols
Consult with an APBOE representative today to learn about sell and consult sale options for your wealth management practice. We can help you sell, cash in, and free up valuable time while staying engaged with clients and continuing to earn. skyviewconsultation.as.me/schedule.php
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