3.3 x

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.

Free RIA Market Value Estimator

Individual Practice

Practice 166481

OFF MARKET LISTING

SellerStandard

$650,000 Listing Price

Sell & Consult Sale

$18.9m AUM
$287.4k Gross Revenue
48 Households
October 29, 2024 Projected Close Date

100% Fee

0% Commission

New Listing

Practice has recently been listed for sale on APBOE.
Accepting Indications of Interest

M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
Initial Buyer Screening

M&A consultant reviewing indications of interest from prospective buyers.
Buyers for Final Presentations Set

M&A consultant has selected buyers for seller review.
Sale Pending

Seller has chosen buyer to acquire practice and negotiating transaction.

New Listing

Practice has recently been listed for sale on APBOE.
Accepting Indications of Interest

M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
Initial Buyer Screening

M&A consultant reviewing indications of interest from prospective buyers.
Buyers for Final Presentations Set

M&A consultant has selected buyers for seller review.
Sale Pending

Seller has chosen buyer to acquire practice and negotiating transaction.

Off Market Listing access available exclusively to NextLevel™ designees.

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