APBOE

A marketplace for financial advisors to buy and sell wealth management practices.

[APBOE @APBOExchange]

🚨 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.

https://t.co/ozsbok93If

[APBOE @APBOExchange]

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: https://t.co/3kfgw1Vdhd

[APBOE @APBOExchange]

ABPOE provides every registered APBOE buyer the ability to search, select and finance an M&A transaction at zero cost!

[APBOE @APBOExchange]

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!

[APBOE @APBOExchange]

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 @APBOExchange]

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

[APBOE @APBOExchange]

The Advisory Practice Board of Exchange is a financial advisor marketplace to buy and sell wealth management practices.

#WealthManagement #InvestmentBanks #Fintech

[APBOE @APBOExchange]

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!

[APBOE @APBOExchange]

https://t.co/KuxMjnK0OQ

[APBOE @APBOExchange]

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.

[APBOE @APBOExchange]

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.

[APBOE @APBOExchange]

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: https://t.co/cN3UjpM1ph

[APBOE @APBOExchange]

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.

https://t.co/58BfTOO5Wi

[APBOE @APBOExchange]

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: https://t.co/5tEQWaDWTu

[APBOE @APBOExchange]

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: https://t.co/Te94diA2k4

[APBOE @APBOExchange]

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. https://t.co/X6fiDkfR42

[APBOE @APBOExchange]

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. https://t.co/r7BqFh3w6D

[APBOE @APBOExchange]

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: https://t.co/jolWLpIvkC

[APBOE @APBOExchange]

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: https://t.co/ECzgO7HoDO

[APBOE @APBOExchange]

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: https://t.co/wLbRRPD1Jy