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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🚨 New Distressed Off Market Listing - Full Sale A rare off market opportunity is available exclusively to APBOE NextLevel buyers. This RIA practice spans multiple West Coast locations. Additional information is only available to NextLevel designees. bit.ly/3L0V669
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New Off Market Listing! Opportunity for a motivated Series 65 (or equivalent) professional to acquire an established client base and join a high-growth, fee-only advisory firm focused on expanding assets and geographic reach. View listing: bit.ly/3L2TCYT
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
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